Financial Services Tax Manager

About the role

The Tax Services Group at Withum is comprised of tax specialists who ensure accurate and timely tax reporting and minimize or defer tax payments. They provide comprehensive tax strategies across various industries including business, individual, state & local, R&D, international, and private client services.

Responsibilities

• Review returns prepared by tax staff and/or seniors for accuracy
• Be involved in all aspects of financial services tax engagements, including hedge funds, private equity, venture capital, broker dealers, and management companies
• Research and draft memos involving complex tax matters
• Identify and implement tax planning opportunities
• Handle and resolve tax controversies
• Oversee complete tax research projects for a variety of clients and diverse industries
• 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
• CPA license, JD, or Masters of Science in Taxation
• 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
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
• Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management
• Strong analytical, organizational, project management skills, and strong attention to detail

Qualifications

• Experience in public accounting, preferably in a tax department
• Knowledge of international, US federal, state, and local tax regulations
• Ability to manage multiple engagements and competing projects in a fast-paced environment
• Strong interpersonal and communication skills

Skills

• Strong analytical and technical skills
• Excellent client service and communication skills
• Leadership and mentoring skills
• Project management and organizational skills

Benefits

Final offer amounts are based on multiple factors such as the specific role, hiring location, and individual's skills, experience, and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

Pay

Los Angeles ranges are from $150,000 - $200,000 annually
San Francisco ranges are from $135,000 - $170,000 annually

Schedule

Hybrid work schedule