Private Client Services Tax Supervisor

Withum; Tysons (VA); On-site; USD 90,000 - 115,000; Full time

Benefits offered by this job

Bonus program

Competitive benefits

Job summary

Withum is seeking a Private Client Services Tax Supervisor to lead tax engagements from our Tysons Corner, VA or Columbia, MD offices. You will supervise staff and build lasting client relationships while ensuring timely, accurate tax reporting for high-net-worth individuals and trusts.

The role requires 4+ years in public accounting, a Bachelor's in accounting (MS Tax preferred), and CPA preferred or in progress, with strong leadership, communication, and analytical skills.

Qualifications

• Bachelor's degree in accounting; Master of Science in Taxation preferred.
• CPA License preferred or plan to obtain licence.
• 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 projects; strong leadership, training and mentoring skills; excellent verbal, written, and presentation skills.
• Excellent analytical, organizational, project management skills, and attention to detail.
• Ability to travel as needed based on client assignments.

Responsibilities

• Taking a lead role on all aspects of tax engagements.
• Supervise/mentor staff and manage client relationships.
• Prepare complex high net worth individual income tax and trust & estate returns.
• Review mid-level complexity returns for high net worth individuals.
• Research and drafting memos on complex tax matters.
• Identify tax planning opportunities and handle tax controversies.

Skills

Client service

Communication

Leadership

Mentoring

Analytical thinking

Organizational skills

Project management

Travel flexibility

Education

Bachelor's degree in accounting

Master of Science in Taxation

CPA License

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, 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.

How you'll spend your time:

• 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

The kinds of people we want to talk to have many of the following:

• Bachelor's degree in accounting, Master of Science in Taxation is preferred
• CPA License (preferred) or plan to obtain licence
• 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 projectsStrong 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

The 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/.

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.