Jobs · Business Development · California

Founders and Tech Executive Tax Senior Manager

Withum · San Francisco Bay Area · 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 industries, including 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
  • Outstanding multitasking skills and organization
  • Strong verbal communication. Demonstrate clear verbal communication
  • Strong writing skills. Demonstrate clear written professional communication
  • Strong presentation skills. Must possess ability to organize and lead meetings with senior executives
  • Strong leadership skills. Demonstrate ability to set strategy and lead a team of professionals in a variety of capacities and different position responsibilities
  • Tangible and demonstrated experience in formal sales process deployment, use and training
  • Able to be a resource to other team members on the firm, the technology community, overall strategy and tactics
  • Able to adhere to an environment of accountability and responsibility – no excuses
  • Able to constructively monitor, formally (CRM) and informally (personal interaction) personal and client account performance
  • Creative problem solving & conflict resolution
  • Outstanding relationship management skills and personal networking skills are essential
  • Must be solution oriented

Pay

  • California ranges are from $135,000 - $230,000

  • New Jersey ranges are from $130,000 - $230,000

  • New York City range is from $150,000 - $225,000

Benefits

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 is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results. Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You. Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!

Qualifications

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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