Private Client Services Tax Supervisor

WithumSmith+Brown; Tysons (VA); Hybrid; USD 90,000 - 115,000; Full time

Benefits offered by this job

Bonus program

Competitive benefits package

Job summary

WithumSmith+Brown, PC is seeking a Private Client Services Tax Supervisor based in Tysons Corner, VA, or Columbia, MD. You will lead tax engagements, supervise staff, and nurture client relationships while delivering accurate tax planning and compliance for high-net-worth individuals and trusts.

You will review complex returns, draft technical memos, and identify opportunities to optimize tax outcomes, traveling as needed. Strong leadership and CPA credentials are preferred.

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 ability to develop and maintain outstanding client relationships.
• Ability to manage multiple engagements and competing projects.
• Strong leadership, training, and mentoring skills with excellent verbal, written, and presentation skills.

Responsibilities

• Prepare complex high net worth individual income tax and trust & estate returns.
• Review mid-level complexity high net worth individual income tax and trust & estate returns.
• Research and draft memoranda involving complex tax matters.
• Identify tax planning opportunities.
• Handle and resolve tax controversies.
• Train and supervise staff accountants.

Skills

Client service excellence

Communication skills

Leadership

Mentoring staff

Project management

Education

Bachelor's degree in accounting

Masters of Science in Taxation

CPA License (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.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.How you'll spend your time:Preparing complex high net worth individual income tax and trust & estate returnsReviewing mid-level complexity high net worth individual income tax and trust & estate returnsResearching and draft memorandum involving complex tax mattersIdentifying tax planning opportunitiesHandling and resolve tax controversiesTraining and supervision of staff accountantsThe kinds of people we want to talk to have many of the following:Bachelor's degree in accounting, Masters of Science in Taxation is preferredCPA License (preferred) or plan to obtain licenseAt least 4 years of public accounting experienceExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsAbility to manage multiple engagements and competing projectsStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s managementExcellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skillsAbility to travel as needed based on client assignmentsThe compensation for this position ranges from $90,000 – $115,000 for Columbia, MD. 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 https://www.withum.com/careers/.#LI-JB1#LI-HybridWithumSmith+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.