Senior Tax Advisor – Complex Returns & Strategy

WithumSmith+Brown PC; San Diego (CA); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Job summary

WithumSmith+Brown PC in San Diego, CA seeks a Tax Senior to lead all aspects of tax engagements, supervise staff, and build client relationships. The role covers complex returns for individuals, trusts, partnerships, and corporations, with opportunities for research and planning across jurisdictions.

The ideal candidate has 3–5 years in a public accounting tax department, a CPA or CPA-track, and excellent analytical, communication, and mentoring skills.

Qualifications

• Bachelor's Degree in Accounting.
• Licensed CPA, or working towards CPA certification.
• Masters of Science in Taxation is preferred but not required.
• 3-5 years of prior experience working in the tax department of a public accounting.
• 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 rapidly growing, fast-paced, interactive, results-based team environment.
• Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management.

Responsibilities

• Preparing complex individual, trust, partnership and corporate tax returns.
• Reviewing mid-level complexity individual, trust, partnership and corporate tax returns prepared by tax staff for accuracy.
• Researching and drafting memorandum involving complex tax matters.
• Identifying tax planning opportunities.
• Handling and resolve tax controversies.
• Managing multiple engagements concurrently with various teams to efficiently meet client deadlines.
• Providing supervision, training and support to the engagement staff and promote open communication to the engagement partner and manager.

Skills

Analytical thinking

Communication skills

Leadership

Project management

Client service

Education

Bachelor's Degree in Accounting

Licensed CPA or CPA candidate

MS in Taxation (preferred)

Job description

WithumSmith+Brown PC in San Diego, CA seeks a Tax Senior to lead all aspects of tax engagements, supervise staff, and build client relationships. The role covers complex returns for individuals, trusts, partnerships, and corporations, with opportunities for research and planning across jurisdictions.

The ideal candidate has 3–5 years in a public accounting tax department, a CPA or CPA-track, and excellent analytical, communication, and mentoring skills.