Founders and Tech Executive Tax Senior Manager

Withum; Irvine (CA); On-site; USD 135,000 - 230,000; Full time

Job summary

Withum is seeking a Tax Senior Manager to lead tax engagements across high-net-worth individuals, fiduciaries, and corporate clients. Based in one of several offices, you will supervise staff, mentor teams, and guide planning, compliance, and client relations.

You’ll collaborate with partners on strategy, research complex tax issues, and implement planning that preserves wealth while integrating technology and firm initiatives. CPA or MST is required with 8+ years of experience.

Qualifications

• Bachelor's Degree in Accounting is required.
• CPA, JD, LLM or MST credentials are required.
• Minimum 8+ years of professional services experience.

Responsibilities

• Lead review of complex tax returns for high-net-worth individuals, fiduciaries, gifts and estates.
• Conduct advanced tax research and draft memoranda on complex issues.
• Design and implement tax planning strategies to optimize wealth preservation and succession planning.
• Manage client relationships through proactive communication and responsive service.
• Mentor and supervise staff, fostering development and accountability.
• Collaborate with partners on client engagements, thought leadership, and business development initiatives.
• Ensure compliance with evolving federal, state, and local tax regulations.
• Contribute to process improvement and leverage technology to increase efficiency.

Skills

Tax planning

Client relationship mgmt

Leadership

Staff mentoring

Communication

Education

CPA, JD, LLM or MST

Bachelor's Degree in Accounting

Job description

Job Description

Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.

This Tax Senior Manager role will be based out of one of our Los Angeles, CA, Orange County, CA, San Francisco, CA, San Ramon, CA, San Diego, CA, New York, NY, or Whippany, NJ offices. You'll work alongside an integrated team of seasoned, well‑known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.

How You'll Spend Your Time

• Leading the review of complex high‑net‑worth individual, fiduciary, gift and estate and other tax returns, ensuring accuracy and alignment with strategic planning
• Conducting advanced tax research and drafting technical memoranda addressing complex issues
• Designing and implementing tax planning strategies that optimize wealth preservation, charitable giving, and succession planning for founders and tech executives
• Serving as a trusted advisor, managing client relationships through proactive communication, strategic consultations, and responsive service
• Mentoring and supervising staff, fostering technical development, accountability, and a collaborative team culture
• Collaborating with partners and senior leadership on client engagements, thought leadership, and business development initiatives
• Ensuring compliance with evolving federal, state, and local tax regulations, staying ahead of legislative changes and industry trends
• Contributing to process improvement, leveraging technology and best practices to enhance efficiency and accuracy
• Engaging in firm-wide initiatives, including innovation projects, marketing efforts, and continuing education programs that support Withum's dynamic and inclusive culture

The Kinds of People We Want to Talk to Have Many of The Following

• Bachelor's Degree in Accounting from an accredited institution
• CPA, JD, LLM or MST required
• Minimum of 8+ years of professional services experience required
• Industry knowledge within the Technology/Startup and Emerging Growth sector a plus
• Demonstrated strategic leadership. Defining market opportunities, creating a strategic plan, process and deployment capabilities
• Demonstrated process creation. Adept at developing and deploying best of breed business development and relationship management practices
• Outstanding multitasking skills and organization
• Strong verbal communication. Demonstrate clear verbal communication
• Strong writing skills. Demonstrate clear written professional communication
• Strong presentation skills. Must possess ability to organize and lead meetings with senior executives
• Strong leadership skills. Demonstrate ability to set strategy and lead a team of professionals in a variety of capacities and different position responsibilities
• Project management. Must demonstrate ability to manage time, multi-task, and meet deadlines for themselves and their firm team members
• Candidate must demonstrate experience in working as a productive member of a team
• Tangible and demonstrated experience in formal sales process deployment, use and training
• Ability to be a resource to other team members on the firm, the technology community, overall strategy and tactics
• Ability to adhere to an environment of accountability and responsibility - no excuses
• Ability to constructively monitor, formally (CRM) and informally (personal interaction) personal and client account performance
• Creative problem solving & conflict resolution
• Attentiveness to detail
• Outstanding relationship management skills and personal networking skills are essential
• Must be solution oriented

Compensation

California ranges are from $135,000 - $230,000

New Jersey ranges are from $130,000 - $230,000

New York City range is from $150,000 - $225,000

Equal Opportunity Employer

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.