High Net Worth Tax Strategy Lead

Withum; San Francisco (CA); Hybrid; USD 135,000 - 180,000; Full time

Job summary

Withum seeks a High Net Worth Tax Manager to lead tax engagements across offices in LA, SF, SD, OC and beyond. You will supervise staff, coordinate with clients, and drive complex tax planning and research initiatives.

The role requires a CPA/JD/MS in Taxation and 5+ years in public accounting tax, with strong communication and leadership skills. Hybrid work with competitive compensation is offered.

Qualifications

• Bachelor's Degree in Accounting required.
• CPA license, JD or MS in Taxation required.
• 5+ years in public accounting tax with leadership experience.

Responsibilities

• Review tax returns prepared by staff for accuracy.
• Research and draft memoranda on complex tax matters.
• Identify and implement tax planning opportunities.
• Handle and resolve tax controversies.
• Oversee tax research projects for diverse clients.
• Manage multiple engagements with teams to meet deadlines.
• Provide mentorship and training to staff.
• Participate as instructor in professional development programs.

Skills

Analytical skills

Communication skills

Leadership & mentoring

Project management

Education

Bachelor's Degree in Accounting

CPA license or JD or Masters in Taxation

Job description

Withum seeks a High Net Worth Tax Manager to lead tax engagements across offices in LA, SF, SD, OC and beyond. You will supervise staff, coordinate with clients, and drive complex tax planning and research initiatives.

The role requires a CPA/JD/MS in Taxation and 5+ years in public accounting tax, with strong communication and leadership skills. Hybrid work with competitive compensation is offered.