Financial Services Tax Manager

About the role

The Tax Services Group at Withum comprises a team of tax specialists committed to ensuring accurate and timely tax reporting and minimizing or deferring tax payments. They provide comprehensive tax strategies across international, US federal, state, and local regulations, including business, individual, state & local tax, R&D tax credit, and 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 financial services tax engagements
• Ability to manage multiple engagements and competing projects in a fast-paced environment
• Knowledge of international, US federal, state, and local tax regulations
• Experience with tax planning and controversy resolution
• Strong interpersonal and communication skills

Skills

• Technical tax skills
• Client service and communication skills
• Leadership and mentoring skills
• Analytical and organizational skills

Benefits

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, and individual’s skills, experience, and qualifications. Visit our website at https://www.withum.com/careers/ for more information on our benefits.

Pay

• Los Angeles: $150,000 - $200,000 annually
• San Francisco: $135,000 - $170,000 annually

Schedule

Hybrid work schedule available.