Founders & Tech Tax Supervisor

WithumSmith+Brown PC; Los Angeles (CA); Hybrid; USD 96,000 - 160,000; Full time

Benefits offered by this job

Bonus program

Competitive benefits

Job summary

WithumSmith+Brown PC in multiple coastal/CA offices seeks a Founders & Tech Executive Tax Supervisor to lead tax engagements and mentor staff. You will oversee planning, execution, and client relationships for complex tax matters affecting founders and technology executives.

Candidates should have a CPA or be pursuing licensure, with 4+ years in public accounting, and strong communication skills. California, New Jersey, and NYC ranges are provided by the firm.

Qualifications

• Bachelor’s Degree in Accounting.
• Licensed CPA or working toward CPA certification.
• Prefer MS in Taxation but not required.
• Minimum 4 years of public accounting experience.
• Excellent client service and communication skills.

Responsibilities

• Lead preparation/review of complex high-net-worth, fiduciary, gift and estate tax returns.
• Conduct advanced tax research and draft technical memoranda.
• Design and implement tax planning strategies for founders and tech executives.
• Manage client relationships with proactive communication and trust.
• Mentor and supervise staff, fostering development and teamwork.
• Collaborate with partners on engagements, thought leadership, and BD.

Skills

Public accounting

CPA candidate/CPA

Client relations

Leadership

Mentoring

Tax planning

Research

Education

Bachelor's in Accounting

CPA license or in progress

MS in Taxation preferred

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 Founders & Tech Executive Tax Supervisor role will be based out of one of our Los Angeles, CA, New York, NY, San Diego, CA, San Francisco, CA, Orange County, CA, East Brunswick, NJ, Red Bank, NJ, Princeton, NJ 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, and include supervision/mentoring of staff and building/maintaining relationships with clients.

Key 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, 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

Qualifications

• Bachelor’s Degree in Accounting
• Licensed CPA, or working towards CPA certification with parts passed
• Master’s 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, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management
• Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem‑solving skills

Compensation & Benefits

The compensation for this position will vary by location. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience, and qualifications.

California ranges: $95,000 - $160,000

New Jersey range: $100,000 - $120,000

New York City range: $90,000 - $165,000

Equal Employment Opportunity

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. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.