Tax Senior Associate

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

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 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.

The Kind of People We Want to Talk to Have Many of The Following:

• 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.
• Excellent analytical, organizational, project management skills, and strong attention to detail.
• Ability to travel as needed.

The 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-Hybrid

WithumSmith+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.

If you require a reasonable accommodation to search for a position, complete an application, participate in the interview process, or otherwise engage in any part of the hiring process due to a disability, please contact us for assistance. We will work with qualified individuals to provide reasonable accommodations in accordance with applicable laws and our commitment to an inclusive workplace.