High Net Worth Tax Specialist

4 weeks ago


Can Tho, Can Tho, Vietnam Withum Full time
About the Role

We are seeking a highly skilled Tax Manager to join our team at Withum, a forward-thinking, technology-driven advisory and accounting firm. As a Tax Manager, you will play a key role in ensuring tax reporting obligations are met in an accurate and timely manner, while minimizing or deferring tax payments.

Key Responsibilities
  • Review individual, fiduciary, gift, and business tax returns prepared by staff and/or seniors for accuracy
  • Research and draft tax memorandums involving complex tax matters
  • Identify and implement tax planning opportunities
  • Handle and resolve tax controversies
  • Provide insight and individually tailored solutions to clients through conversations and presentations
  • Manage multiple engagements concurrently with various teams to efficiently meet client deadlines
  • Conduct constructive discussions with team members on their evaluations and provide counsel accordingly
  • Serve in professional development programs as an instructor or discussion leader
Requirements
  • Bachelor's degree in accounting
  • Active CPA or a Master of Science in Taxation
  • Expertise in California taxation
  • 7+ years prior experience working in the tax department of a public accounting firm
  • At least 2 years of detailed tax review, including experience with 1040s, employee stock option reporting and planning, multi-state taxation, Schedule C and Single Member LLC, complex K-1s and brokerage statements
  • Experience working with tax software, including SurePrep SPBinder, BNA Income Tax Planner, GoSystems, and TaxCaddy
  • Exceptional client service and communication skills, with a demonstrated ability to develop and maintain outstanding client relationships
  • Ability to manage multiple engagements, complete projects, spot tax issues and tax planning opportunities in a rapidly growing, fast-paced, interactive, results-based team environment
  • Strong leadership, training, and mentoring skills, coupled with strong verbal, written, and presentation skills to represent the Firm well to clients' management
  • Excellent analytical, organizational, project management skills, and strong attention to detail
Compensation

The compensation for this position will vary by location. 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, including the specific role, hiring location, and individual skills, experience, and qualifications.

California/Washington State ranges are from $115,000 - $175,000

Washington, D.C. ranges are from $105,000 - $170,000

NYC ranges are from $105,000 - $160,000

Withum 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.



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