Employee Benefits Tax Manager

Job Description

This role leads the preparation, review, and filing of Form 5500 series returns (including applicable schedules/attachments and related filings) and Forms 990 and 990-T (including for Large Pension Trusts with Unrelated Business Income Tax and VEBA Trusts (501(c)(9))). This includes coordinating with clients, auditors, and internal teams to ensure accurate, timely, and compliant submissions.

• Reviewing all State unrelated business income tax filings and related compliance deliverables, ensuring accurate reporting and coordination of deliverables to provide excellent client service.
• Researching and resolving exempt organization tax issues.
• Identifying and implementing tax planning opportunities.

Responsibilities

You will 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.

Qualifications

• Bachelor’s Degree in Accounting
• CPA license, JD or Masters of Science in Taxation is required
• At least 5 years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff
• Excellent analytical and technical tax skills
• Knowledge of 990, 990-T and 5500 returns
• Knowledge and expertise related to Unrelated Business Income Taxation of exempt organizations and pension trusts
• 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

Pay

The compensation range for this position is $105,000–$190,000 and varies by location for candidates residing in California, New Jersey, New York City, Maryland, Pennsylvania, or Washington. Please see below for specific ranges:

• California: $135,000 - $175,000 annually
• New Jersey: $105,000 - $190,000 annually
• New York City: $110,000 - $180,000 annually
• Washington: $135,000 - $175,000 annually

Benefits

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/.

About the Role

Withum’s Exempt Organizations 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.

Schedule

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.