Private Client Services Tax Manager

WithumSmith+Brown PC; Boca Raton (FL); On-site; USD 95,000 - 135,000; Full time

Job summary

WithumSmith+Brown, PC in Boca Raton, FL seeks a Private Client Services Tax Manager to lead tax engagements, supervise staff, and build strong client relationships.

You will review returns, identify planning opportunities, manage multiple engagements, mentor teams, and contribute to professional development. Candidates should have 5+ years in public accounting tax and hold CPA/JD/MS in Taxation. Travel required.

Qualifications

• CPA, JD or MS in Taxation required.
• At least 5 years of prior experience in a public accounting tax department, with experience leading multiple engagements and supervising staff.
• Excellent analytical and technical tax skills.
• 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 in a fast-paced team environment.
• Strong leadership, training, and mentoring skills, with excellent verbal, written, and presentation abilities.

Responsibilities

• Review individual, trust, partnership and corporate tax returns for accuracy.
• Research and draft memoranda involving complex tax matters.
• Identify and implement tax planning opportunities.
• Handle and resolve tax controversies.
• Oversee complete tax research projects for diverse clients and industries.
• Manage multiple engagements concurrently with various teams to meet deadlines.
• Conduct discussions with team members on evaluations and provide counsel.
• Serve in professional development programs as an instructor or discussion leader.

Skills

Analytical skills

Tax skills

Client service

Communication skills

Leadership

Mentoring

Project management

Attention to detail

Travel ability

Education

Bachelor’s Degree in Accounting; CPA license, JD or MS in Taxation

Job description

Job Description

Private Client Services Tax Manager based out of our Boca Raton, FL office. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.

Responsibilities

• Review individual, trust, partnership and corporate tax returns prepared by tax staff and/or seniors for accuracy
• Research and draft memorandum involving complex tax matters
• Identify and implement tax planning opportunities
• Handle and resolve tax controversies
• Oversee complete tax research projects for a variety of clients and diverse industries
• Manage multiple engagements concurrently with various teams to efficiently meet client deadlines
• Conduct constructive discussions with team members on their evaluations and provide counsel accordingly
• Serve in professional development programs as an instructor or discussion leader

Qualifications

• Bachelor’s Degree in Accounting; CPA license, JD or Master of Science in Taxation is required.
• At least 5 years of prior experience working in the tax department of a public accounting firm, with experience leading multiple engagements and supervising staff.
• Excellent analytical and technical tax skills.
• 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 in a rapidly growing, fast‑paced, interactive, results‑based team environment.
• Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client management.
• Excellent organizational, project management skills, and strong attention to detail.
• Ability to travel as needed.

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.