Senior Exempt Organization Tax Supervisor

Withum; San Ramon (CA); On-site; USD 95,000 - 155,000; Full time

Benefits offered by this job

Bonus program

Competitive benefits package

Job summary

Withum's Exempt Organization and Employee Benefits Tax group seeks a Supervisor to lead and contribute to diverse employee benefits tax engagements. You'll review returns for Benefit Plans and nonprofits, drawing on strong Excel and tax-prep skills to guide teams and ensure timely delivery.

The ideal candidate has 5+ years in public accounting tax, with leadership experience, and a proven ability to mentor staff while maintaining exceptional client service and communication.

Qualifications

• Bachelor's degree in accounting and CPA license, JD or Master of Science in Taxation.

Responsibilities

• Review annual employee benefit tax returns and unrelated business income tax returns for a large and diverse client base.
• Review state income tax returns and annual state charitable registration forms.
• Research and resolve tax-exempt organization tax issues.
• Review Form 5500s and Exempt Organization returns (990, 990-PF, 990-T), C Corp., S Corp., Partnership income, fiduciary tax returns and individuals.
• Identify and implement tax planning opportunities.
• Manage multiple engagements concurrently with various teams to meet client deadlines.
• Provide counsel in evaluations and professional development discussions.

Skills

Analytical skills

Client relationships

Leadership

Project management

Education

Bachelor's degree in accounting

CPA license, JD or MS in Taxation

Tools

Excel

Job description

Withum's Exempt Organization and Employee Benefits Tax group seeks a Supervisor to lead and contribute to diverse employee benefits tax engagements. You'll review returns for Benefit Plans and nonprofits, drawing on strong Excel and tax-prep skills to guide teams and ensure timely delivery.

The ideal candidate has 5+ years in public accounting tax, with leadership experience, and a proven ability to mentor staff while maintaining exceptional client service and communication.