Private Client Services Tax Supervisor

WithumSmith+Brown PC; New York (NY); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Job summary

WithumSmith+Brown PC is seeking a Private Client Services Tax Supervisor based in the Columbia, MD or Tysons Corner, VA offices. You will lead all aspects of tax engagements, supervise staff, and build client relationships.

The role focuses on complex tax returns for high-net-worth individuals and estates, with opportunities to mentor staff and contribute to strategic tax planning for clients.

Qualifications

• Bachelor's degree in accounting is required.
• Master's in Taxation is preferred.
• CPA license is preferred or plan to obtain one.
• At least 4 years of public accounting experience.
• Exceptional client service and communication skills.
• Ability to manage multiple engagements and projects.
• Strong leadership, training and mentoring skills, with presentation abilities.
• Ability to travel as needed based on client assignments.

Responsibilities

• Preparing complex high net worth individual income tax and trust & estate returns.
• Reviewing mid-level complexity tax returns.
• Researching and drafting memoranda involving complex tax matters.
• Identifying tax planning opportunities.
• Handling and resolving tax controversies.
• Training and supervision of staff accountants.

Skills

Client service

Communication skills

Leadership

Mentoring

Project management

Education

Bachelor's degree in accounting

Master's of Science in Taxation (preferred)

CPA License (preferred) or plan to obtain license

Job description

Overview

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.

As a Private Client Services Tax Supervisor based out of our Columbia, MD or Tysons Corner, VA 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, supervise/mentor staff, and build/maintain relationships with clients.

Withum’s brand is a reflection of our people, our culture and our strength. We have 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 the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

Responsibilities

• Preparing complex high net worth individual income tax and trust & estate returns
• Reviewing mid-level complexity high net worth individual income tax and trust & estate returns
• Researching and drafting memorandum involving complex tax matters
• Identifying tax planning opportunities
• Handling and resolving tax controversies
• Training and supervision of staff accountants

Qualifications

• Bachelor's degree in accounting
• Masters of Science in Taxation (preferred)
• CPA License (preferred) or plan to obtain license
• 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
• Ability to travel as needed based on client assignments

Compensation

Compensation ranges from $90,000 to $115,000 for Columbia, MD. The base compensation is complemented by a competitive benefits package and a bonus program for eligible roles. Final offer amounts depend on the specific role, location, and the individual’s skills, experience, and qualifications.

Equal Opportunity Employment

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.