Jobs · Business Development · California

Founders and Tech Executive Tax Senior Manager

Withum · San Diego, CA · 2 days ago
HybridBusiness Development$135k–$230k/yrFull-time

Job Description

Withum’s Tax Services Group 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 sectors including international, US federal, state, and local regulations, thanks to their affiliation with HLB international. Their services cover Business, Individual, State & Local tax, R&D Tax Credit, and International and Private Client services.

How You'll Spend Your Time

  • Leading the review of complex high-net-worth individual, fiduciary, gift and estate and other tax returns, ensuring accuracy and alignment with strategic planning

  • Conducting advanced tax research and drafting technical memoranda addressing complex issues

  • Designing and implementing tax planning strategies that optimize wealth preservation, charitable giving, and succession planning for founders and tech executives

  • Serving as a trusted advisor, managing client relationships through proactive communication, strategic consultations, and responsive service

  • Mentoring and supervising staff, fostering technical development, accountability, and a collaborative team culture

  • Collaborating with partners and senior leadership on client engagements, thought leadership, and business development initiatives

  • Ensuring compliance with evolving federal, state, and local tax regulations, staying ahead of legislative changes and industry trends

  • Contributing to process improvement, leveraging technology and best practices to enhance efficiency and accuracy

  • Engaging in firm-wide initiatives, including innovation projects, marketing efforts, and continuing education programs that support Withum’s dynamic and inclusive culture

The Kinds of People We Want to Talk to

  • Bachelor's Degree in Accounting from an accredited institution
  • CPA, JD, LLM, or MST required
  • Minimum of 8+ years of professional services experience required
  • Industry knowledge within the Technology/Startup and Emerging Growth sector a plus
  • Demonstrated strategic leadership: defining market opportunities, creating a strategic plan, process and deployment capabilities
  • Demonstrated process creation: adept at developing and deploying best of breed business development and relationship management practices
  • Tangible and demonstrated experience in formal sales process deployment, use and training
  • Strong verbal and written communication skills
  • Strong multitasking and organizational skills
  • Strong presentation skills: organizing and leading meetings with senior executives
  • Strong leadership skills: setting strategy and leading a team of professionals in various capacities and positions
  • Strong project management skills: managing time, multi-tasking, and meeting deadlines for themselves and their firm team members
  • Outstanding relationship management skills and personal networking skills are essential
  • Solution-oriented mindset

Pay and Benefits

The compensation for this position varies by location. For California, New York City, and New Jersey, the ranges are as follows:

  • California: $135,000 - $230,000
  • New Jersey: $130,000 - $230,000
  • New York City: $150,000 - $225,000
In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. For more information on our benefits, visit our website at https://www.withum.com/careers/.

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.

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