Private Client Tax Supervisor - High Net Worth

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

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.