Senior Tax Manager — High Net Worth & Wealth Strategy

Withum; San Ramon (CA); Hybrid; USD 135,000 - 230,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Withum is seeking a Tax Senior Manager to lead engagements across high-net-worth individuals, fiduciary, and estate tax matters. The role focuses on planning, supervising staff, and maintaining strong client relationships, while delivering strategic tax solutions.

You will collaborate with Partners and leaders to drive growth, adherence to evolving regulations, and innovative processes within a dynamic, inclusive culture. Offices nationwide with hybrid work options.

Qualifications

• Bachelor's Degree in Accounting from an accredited institution.
• CPA, JD, LLM or MST required.
• Minimum of 8+ years of professional services experience.
• Industry knowledge within the Technology/Startup and Emerging Growth sector a plus.
• Demonstrated strategic leadership. Defining market opportunities, creating a strategic plan, process and deployment capabilities.
• Demonstrated process creation. Adept at developing and deploying best of breed business development and relationship management practices.
• Outstanding multitasking skills and organization.
• Strong verbal communication. Demonstrate clear verbal communication
• Strong writing skills. Demonstrate clear written professional communication
• Strong presentation skills. Must possess ability to organize and lead meetings with senior executives
• Strong leadership skills. Demonstrate ability to set strategy and lead a team of professionals in a variety of capacities and different position responsibilities
• Project management. Must demonstrate ability to manage time, multi-task, and meet deadlines for themselves and their firm team members
• Candidate must demonstrate experience in working as a productive member of a team
• Tangible and demonstrated experience in formal sales process deployment, use and training
• Ability to be a resource to other team members on the firm, the technology community, overall strategy and tactics
• Ability to adhere to an environment of accountability and responsibility - no excuses
• Ability to constructively monitor, formally (CRM) and informally (personal interaction) personal and client account performance
• Creative problem solving & conflict resolution
• Attentiveness to detail
• Outstanding relationship management skills and personal networking skills are essential
• Must be solution oriented

Responsibilities

• Leading the review of complex high-net-worth individual, fiduciary, gift and estate and other tax returns, ensuring accuracy and alignment with strategic planning
• Conducting advanced tax research and drafting technical memoranda addressing complex issues
• Designing and implementing tax planning strategies that optimize wealth preservation, charitable giving, and succession planning for founders and tech executives
• Serving as a trusted advisor, managing client relationships through proactive communication, strategic consultations, and responsive service
• Mentoring and supervising staff, fostering technical development, accountability, and a collaborative team culture
• Collaborating with partners and senior leadership on client engagements, thought leadership, and business development initiatives
• Ensuring compliance with evolving federal, state, and local tax regulations, staying ahead of legislative changes and industry trends
• Contributing to process improvement, leveraging technology and best practices to enhance efficiency and accuracy
• Engaging in firm-wide initiatives, including innovation projects, marketing efforts, and continuing education programs that support Withum's dynamic and inclusive culture

Skills

Leadership

Client relationships

Strategic planning

Project management

Communication

Problem solving

Mentoring

Team collaboration

Sales process

Education

Bachelor's Degree in Accounting

CPA, JD, LLM or MST

Tools

CRM

Job description

Withum is seeking a Tax Senior Manager to lead engagements across high-net-worth individuals, fiduciary, and estate tax matters. The role focuses on planning, supervising staff, and maintaining strong client relationships, while delivering strategic tax solutions.

You will collaborate with Partners and leaders to drive growth, adherence to evolving regulations, and innovative processes within a dynamic, inclusive culture. Offices nationwide with hybrid work options.