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High Net Worth Tax Manager

Company: Withum
Location: Carlsbad
Posted on: June 24, 2022

Job Description:

Looking to work at a firm that encourages a work life balance and a path to Partner?

WithumSmith+Brown, P.C., is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today's modern business landscape. Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business.

We are a successful practice that specializes in working with:

  • Mid to Upper Level Executives
  • High Net Worth Individuals
  • Small Business Owners
  • Closely Held Corporations & Partnerships
    The focus of our proactive practice is to provide highly accurate and thoughtful annual tax compliance. More importantly, we provide a significant amount of tax consulting to help our clients plan and reduce tax liabilities. The goal of the firm is to always remain a boutique level firm. The idea is to provide superior service, in a timely fashion. We combine considerate communication, while maintaining client expectations, which results in an enjoyable and profitable practice.

    Withum's brand is a reflection of our people, our culture and our strength. We have become synonymous with teamwork and client service excellence. The cornerstone of our success can truly be accredited to the dedicated professionals who work here every day, whose mission is to help our clients grow and thrive - to be in a position of strength. But our commitment goes beyond our clients as we continue to live the Withum Way, promoting personal and professional growth for all team members, clients, and surrounding communities.

    How You'll Spend Your Time
    • Reviewing individual, fiduciary, gift and business tax returns prepared by staff and/or seniors for accuracy
    • Researching and drafting tax memorandums involving complex tax matters
    • Identifying and implementing tax planning opportunities
    • Handling and resolving tax controversies
    • Having conversations with clients to provide insight and individually tailored solutions
    • Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
    • Conducting constructive discussions with team members on their evaluations and providing counsel accordingly
    • Serving in professional development programs as an instructor or discussion leader
      We are primarily looking for a candidate with the following qualifications:
      • Bachelors degree in accounting with an active CPA license
      • Having a Master's of Science in Taxation is a plus
      • 5 - 7 years prior experience working in the tax department of a public accounting firm
      • At least 4 years of tax preparation which includes experience with 1040s and 1041s; specifically, in the areas of:
        • Multi-State taxation
        • Schedule C and Single Member LLC
        • Complex K-1s and brokerage statements
        • Employee stock option reporting and planning
        • Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
        • Ability to manage multiple engagements and complete projects in a rapidly growing, fast-paced, interactive, results-based team environment
        • Strong leadership, training, and mentoring skills, coupled with strong verbal, written, and presentation skills to represent the Firm well to client's management
        • Excellent analytical, organizational, project management skills, and strong attention to detail
          Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because they are a protected veteran.

Keywords: Withum, San Diego , High Net Worth Tax Manager, Executive , Carlsbad, California

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