Tax Senior Associate

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

Benefits offered by this job

Competitive benefits

Bonus program

Hybrid work model

Job summary

Withum’s Tax Services Group in San Diego, CA is seeking a Tax Senior to lead all aspects of tax engagements, supervise staff, and build lasting client relationships in a collaborative, growth‑minded firm.

You will prepare complex returns for individuals, trusts, partnerships and corporations, review work, research tax matters, identify planning opportunities, and mentor junior staff while delivering exceptional service. The position offers a competitive benefits package and a hybrid work model.

Qualifications

• Bachelor’s degree in Accounting required.
• Licensed CPA or working towards CPA.
• MS in Taxation preferred but not required.

Responsibilities

• Prepare complex individual, trust, partnership and corporate tax returns.
• Review mid‑level complex returns prepared by staff for accuracy.
• Research and draft memoranda on complex tax matters.
• Identify tax planning opportunities for clients.
• Manage multiple engagements and meet deadlines.
• Provide supervision and mentoring to engagement staff.

Skills

Analytical skills

Client service

Communication skills

Leadership

Mentoring

Project management

Travel flexibility

Education

Bachelor’s Degree in Accounting

CPA licensure in progress

MS in Taxation preferred

Job description

Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere. Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.As a Tax Senior based out of our San Diego, CA office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients.Withum’s brand is a reflection of our people, our culture and our strength. Withum has become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.How You’ll Spend Your Time:Preparing complex individual, trust, partnership and corporate tax returnsReviewing mid-level complexity individual, trust, partnership and corporate tax returns prepared by tax staff for accuracyResearching and drafting memorandum involving complex tax mattersIdentifying tax planning opportunitiesHandling and resolve tax controversiesManaging multiple engagements concurrently with various teams to efficiently meet client deadlinesProviding supervision, training and support to the engagement staff and promote open communication to the engagement partner and managerThe Kind of People We Want to Talk to Have Many of The Following:Bachelor’s Degree in AccountingLicensed CPA, or working towards CPA certificationMasters of Science in Taxation is preferred but not required3-5 years of prior experience working in the tax department of a public accountingExcellent analytical and technical tax skillsExceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationshipsAbility to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environmentStrong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s managementExcellent analytical, organizational, project management skills, and strong attention to detailAbility to travel as neededThe compensation in San Diego for this position ranges from $85,000-$110,000. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.#LI-MM1#LI-HybridWithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise 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.