Founders & Tech Tax Leader — Wealth Strategy

Withum; San Francisco (CA); Hybrid; USD 90,000 - 165,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Hybrid work model

Job summary

Withum is seeking a Founders & Tech Executive Tax Supervisor to join our Tax Services Group in multiple U.S. offices including Los Angeles, New York, San Diego, San Francisco, and more.

You will lead complex returns for high-net-worth individuals and businesses, mentor staff, supervise engagements from planning to completion, and build client relationships while staying current on evolving tax laws.

Qualifications

• Bachelor's Degree in Accounting.
• Licensed CPA, or working towards CPA certification with parts passed.
• Master of Science in Taxation is preferred but not required.
• Knowledge of topics affecting founders and tech executives such as qualified small business stock, equity compensation, pass-through entities, international tax or other matters is preferred but not required.
• At least 4 years of public accounting experience.
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
• Ability to manage multiple engagements and competing projects.
• Strong leadership, training, and mentoring skills, with excellent verbal, written, and presentation skills to represent the Firm well to clients’ management.
• Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skills.

Responsibilities

• Leading the preparation and 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 by 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.

Skills

Leadership

Client service

Communication

Mentoring

Project management

Education

Bachelor's Degree in Accounting

Licensed CPA or CPA candidate

Master of Science in Taxation (preferred)

Job description

Withum is seeking a Founders & Tech Executive Tax Supervisor to join our Tax Services Group in multiple U.S. offices including Los Angeles, New York, San Diego, San Francisco, and more.

You will lead complex returns for high-net-worth individuals and businesses, mentor staff, supervise engagements from planning to completion, and build client relationships while staying current on evolving tax laws.