Senior Private Client Tax Manager - Lead & Mentor Teams

WithumSmith+Brown PC; Boca Raton (FL); On-site; USD 95,000 - 135,000; Full time

Job summary

WithumSmith+Brown, PC in Boca Raton, FL seeks a Private Client Services Tax Manager to lead tax engagements, supervise staff, and build strong client relationships.

You will review returns, identify planning opportunities, manage multiple engagements, mentor teams, and contribute to professional development. Candidates should have 5+ years in public accounting tax and hold CPA/JD/MS in Taxation. Travel required.

Qualifications

• CPA, JD or MS in Taxation required.
• At least 5 years of prior experience in a public accounting tax department, with experience leading multiple engagements and supervising staff.
• Excellent analytical and technical tax skills.
• 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 in a fast-paced team environment.
• Strong leadership, training, and mentoring skills, with excellent verbal, written, and presentation abilities.

Responsibilities

• Review individual, trust, partnership and corporate tax returns for accuracy.
• Research and draft memoranda involving complex tax matters.
• Identify and implement tax planning opportunities.
• Handle and resolve tax controversies.
• Oversee complete tax research projects for diverse clients and industries.
• Manage multiple engagements concurrently with various teams to meet deadlines.
• Conduct discussions with team members on evaluations and provide counsel.
• Serve in professional development programs as an instructor or discussion leader.

Skills

Analytical skills

Tax skills

Client service

Communication skills

Leadership

Mentoring

Project management

Attention to detail

Travel ability

Education

Bachelor’s Degree in Accounting; CPA license, JD or MS in Taxation

Job description

WithumSmith+Brown, PC in Boca Raton, FL seeks a Private Client Services Tax Manager to lead tax engagements, supervise staff, and build strong client relationships.

You will review returns, identify planning opportunities, manage multiple engagements, mentor teams, and contribute to professional development. Candidates should have 5+ years in public accounting tax and hold CPA/JD/MS in Taxation. Travel required.