Tax Manager

WithumSmith+Brown PC; San Diego (CA); On-site; USD 135,000 - 200,000; Full time

Job summary

WithumSmith+Brown, PC in San Diego or San Francisco, CA is seeking a Tax Manager to lead and supervise all tax engagements, mentor staff, and build client relationships.

You will review returns for individuals, trusts, partnerships, and corporations, research complex tax matters, and drive planning opportunities while ensuring high-quality service. This role requires CPA/JD/MS in Taxation and 5+ years in public accounting, plus travel ability.

Qualifications

• Bachelor’s degree in Accounting.
• CPA license, JD, or MS in Taxation required.
• At least 5 years of public accounting tax experience, leading engagements and supervising staff.
• Excellent analytical and technical tax skills.
• Exceptional client service and communication skills.
• Ability to manage multiple engagements and competing projects in a fast-paced team.
• Strong leadership, training, and mentoring skills.
• Strong organizational, project-management, and detail orientation.
• Ability to travel as needed.

Responsibilities

• Review individual, trust, partnership, and corporate tax returns for accuracy.
• Research and draft memos on complex tax matters.
• Identify and implement tax planning opportunities.
• Handle and resolve tax controversies.
• Oversee tax research projects for diverse clients and industries.
• Manage multiple engagements with teams to meet deadlines.
• Provide coaching and mentoring to staff.
• Lead professional development discussions and training sessions.

Skills

Analytical skills

Client service

Communication

Leadership

Mentoring

Project management

Education

Bachelor’s degree in Accounting

CPA license, JD, or MS in Taxation

Job description

Position Overview

As a Tax Manager based out of our San Diego or San Francisco, CA office, you will work alongside an integrated team of seasoned CPAs and industry leaders to lead and supervise all aspects of tax engagements, mentor staff, and build relationships with clients.

Key Responsibilities

• Review individual, trust, partnership, and corporate tax returns prepared by tax staff and seniors for accuracy.
• Research and draft memos on complex tax matters.
• Identify and implement tax planning opportunities.
• Handle and resolve tax controversies.
• Oversee complete tax research projects for a variety of clients and industries.
• Manage multiple engagements concurrently with various teams to meet client deadlines efficiently.
• Conduct constructive discussions with team members regarding evaluations and provide counsel.
• Serve as an instructor or discussion leader in professional development programs.

Required Qualifications

• Bachelor’s degree in Accounting.
• CPA license, JD, or Master of Science in Taxation (required).
• At least 5 years of prior experience in the tax department of a public accounting firm, 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 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 management.
• Strong organizational, project‑management skills, and meticulous attention to detail.
• Ability to travel as needed.

Compensation

Base salary range for the San Diego and San Francisco locations: $135,000 - $200,000. In addition to base compensation, Withum offers a competitive benefits package and a bonus program (for eligible roles) based on individual and firm performance.

Benefits

For additional information on benefits, visit https://www.withum.com/careers/.

Equal Employment Opportunity

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

We support accessibility and our commitment to an inclusive workplace. We provide reasonable accommodations for individuals with disabilities during the hiring process. For more information, visit https://www.withum.com/careers/.