Private Client Services Tax Manager

WithumSmith+Brown PC; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

WithumSmith+Brown, PC in Columbia, MD or Tysons Corner, VA seeks a Private Client Services Tax Manager to lead tax engagements, supervise staff, and mentor teams while building client relationships.

You’ll review returns for individuals, trusts, partnerships and corporations, draft memoranda, identify tax planning opportunities, resolve controversies, and manage multiple engagements with various teams to meet deadlines. Strong leadership and communication required.

Qualifications

• Bachelor’s degree in accounting required. CPA license, JD, or MS in Taxation preferred.
• At least 5 years of public accounting experience, leading multiple engagements and supervising staff.
• Excellent analytical and technical tax skills.
• Exceptional client service and communication skills; ability to develop and maintain client relationships.
• Strong leadership, training, and mentoring abilities; effective in fast-paced environments.

Responsibilities

• Review returns for individuals, trusts, partnerships, and corporations 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 and industries.
• Manage multiple engagements with various teams to meet deadlines.
• Provide guidance and conduct staff development and mentoring.

Skills

Analytical tax skills

Client service

Leadership & mentoring

Verbal & written communication

Project management

Education

Bachelor’s degree in accounting

CPA license

JD

Master of Science in Taxation

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, along with our affiliation with HLB International, allows them to help develop economical tax strategies anywhere. As a Private Client Services Tax Manager based out of either our Columbia, MD or Tysons Corner, VA office, you will work alongside an integrated team of seasoned, well‑known CPAs and industry leaders, taking a lead role on all aspects of tax engagements, supervising and mentoring staff, and building and maintaining client relationships.

How You’ll Spend Your Time

• Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors 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 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.

The Kinds of People We Want to Talk To

• Bachelor’s degree in accounting and a CPA license, JD, or a Master of Science in Taxation.
• 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 analytical, organizational, project‑management skills, and strong attention to detail.

Compensation and Benefits

The compensation for this position ranges from $120,000 – $150,000 for Columbia, MD. In addition to the base compensation, Withum offers a competitive benefits package and a 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, and the individual’s skills, experience, and qualifications. For additional information on our benefits, visit https://www.withum.com/careers/.

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.