Private Client Services Tax Manager

Withum is a place where talent thrives—where who you are matters. It’s a place of endless opportunities for growth, entrepreneurial energy, and inclusive teamwork that drives exponential results. Explore different industries, learn new skills, and connect with diverse teams of professionals to gain insight into the career you envision.

About the role

Withum’s Tax Services Group is a team of tax specialists ensuring tax reporting obligations are met accurately and timely while minimizing or deferring tax payments. Their expertise spans international, US federal, state, and local regulations, supported by our affiliation with HLB International. Services include Business, Individual, State & Local tax, R&D Tax Credit, International, and Private Client services.

As a Private Client Services Tax Manager in our Boca Raton, FL office, you’ll lead all aspects of tax engagements, supervise and mentor staff, and build and maintain client relationships. Withum’s brand reflects our people, culture, and strength, emphasizing teamwork and client service excellence. Our professionals are dedicated to helping clients grow while promoting personal and professional growth for all team members.

Responsibilities

• Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy.
• Research and draft memoranda 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.
• Serve in professional development programs as an instructor or discussion leader.

Requirements

• Bachelor’s Degree in Accounting.
• CPA license, JD, or Master of Science in Taxation is required.
• At least 5 years of prior experience in the tax department of a public accounting firm, 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.
• Ability to manage multiple engagements and competing projects in a fast-paced, interactive, results-based team environment.
• Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills.
• Excellent analytical, organizational, and project management skills with strong attention to detail.
• Ability to travel as needed.