High Net Worth Tax Supervisor

Withum; New York (NY); On-site; USD 90,000 - 165,000; Full time

Job summary

Withum's Tax Services Group seeks a High Net Worth Tax Supervisor to lead complex tax engagements, mentor staff, and manage client relationships from our LA/NY/CA/NJ offices. The role guides planning to completion, ensuring compliance and strategic tax planning for founders and tech executives.

Candidates should have 4+ years of public accounting experience, CPA progression or CPA, and strong communication and leadership skills to drive client service excellence and firm initiatives.

Qualifications

• Bachelor's Degree in Accounting required.
• Licensed CPA, or working towards CPA certification with parts passed.
• MS in Taxation preferred but not required.
• Knowledge of topics affecting founders and tech executives such as QSB stock, equity compensation, pass-through entities, international tax or related matters is preferred but not required.
• At least 4 years of public accounting experience.
• Exceptional client service and communications skills with ability to develop and maintain outstanding client relationships.
• Ability to manage multiple engagements and competing projects.
• Strong leadership, mentoring and training skills with excellent verbal, written, and presentation abilities.
• Excellent analytical, organizational and project management skills with strong attention to detail and problem-solving.

Responsibilities

• Lead the preparation and review of complex high‑net‑worth individual, fiduciary, gift and estate tax returns.
• Conduct advanced tax research and draft technical memoranda on complex issues.
• Design and implement tax planning strategies for wealth preservation and succession planning for founders and tech executives.
• Manage client relationships through proactive communication and strategic consultations.
• Mentor and supervise staff, fostering technical development and collaboration.
• Collaborate with partners on client engagements, thought leadership and business development.

Skills

Client service

Communication

Leadership

Mentoring

Project management

Relationship building

Time management

Education

Bachelor's Degree in Accounting

CPA licensure

Master of Science in Taxation (preferred)

Job description

Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.Experience the Transformative Power of Withum Plus You - that's the Power in the Plus!

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 High Net Worth 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, to include supervision/mentoring of staff and building/maintaining relationships with clients.

Withum'sbrand is a reflection of our people, our culture and our strength.Withumhas become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live theWithum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

Howyou'llspendyourtime:

• 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

Thekinds of peoplewewant totalk tohavemany ofthefollowing:

• Bachelor's Degree in Accounting
• Licensed CPA, or working towards CPA certification with parts passed
• Masters 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 least4years 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 innovativeproblem-solvingskills

The compensation for this position will vary by location. If you reside in California, New Jersey or New York, please see below. 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. For additional information on our benefits, visit our website at careers/. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

California ranges are from - $95,000 - $160,000
New Jersey range are from - $100,000 - $120,000
New York City range is from - $90,000 - $165,000

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.