Tech Founders & Exec Tax Senior Manager

Withum; San Francisco (CA); On-site; USD 135,000 - 230,000; Full time

Job summary

Withum's Tax Services Group seeks a Tax Senior Manager to lead engagements across high-net-worth and business tax areas, guiding planning through completion. You will supervise staff, mentor juniors, and nurture client relationships with proactive communication and strategic guidance.

The role spans complex fiduciary, estate, and multi-jurisdictional tax matters, requiring deep tax knowledge, leadership, and collaboration with partners. California and other major offices are 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 and ability to lead a team and manage client relationships.

Responsibilities

• Lead the review of complex high-net-worth individual, fiduciary, gift and estate tax returns, ensuring accuracy and alignment with planning.
• Conduct advanced tax research and draft technical memoranda addressing complex issues.
• Design and implement tax planning strategies for founders and tech executives.
• Serve as a trusted advisor, managing client relationships through proactive communication and strategic consultations.
• Mentor and supervise staff, fostering technical development and collaboration.
• Collaborate with partners and senior leadership on engagements, thought leadership and business development.
• Ensure compliance with evolving federal, state, and local tax regulations and industry trends.
• Contribute to firm-wide initiatives and innovation projects to support culture.

Skills

Strategic leadership

Relationship management

Verbal communication

Written communication

Presentation skills

Multitasking

Project management

Team leadership

Education

Bachelor's Degree in Accounting

CPA/JD/LLM/MST

Tools

CRM

Job description

Withum's Tax Services Group seeks a Tax Senior Manager to lead engagements across high-net-worth and business tax areas, guiding planning through completion. You will supervise staff, mentor juniors, and nurture client relationships with proactive communication and strategic guidance.

The role spans complex fiduciary, estate, and multi-jurisdictional tax matters, requiring deep tax knowledge, leadership, and collaboration with partners. California and other major offices are options.