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High Net Worth Tax Manager

WithumSmithBrownSan Francisco, California, United States
On-site Full-time $140K/yr - $200K/yr

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Experience Level

Manager

Qualifications

To thrive in this role, we are seeking candidates with:A strong background in tax preparation and complianceExcellent analytical and problem-solving skillsExceptional communication abilities to engage effectively with clientsExperience in managing complex tax mattersProficiency in tax software and Microsoft Office SuiteA Bachelor's Degree in Accounting, Finance, or a related field

About the job

At Withum, we foster an environment where talent flourishes and individual contributions are valued. Our culture is driven by entrepreneurial spirit and collaborative teamwork, resulting in exceptional outcomes.

Discover various industries, acquire new skills, and engage with our diverse team of professionals to shape your career path. Your journey begins with you!

Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!

The Tax Services Group at Withum is composed of an exceptional team of tax experts dedicated to ensuring accurate and timely compliance with tax obligations while strategically minimizing tax liabilities. Within this group, our Founders Group operates like a boutique firm, specializing in serving:

  • Mid to Senior Level Executives
  • High Net Worth Individuals

This proactive practice emphasizes providing precise and insightful annual tax compliance, coupled with comprehensive tax consulting aimed at helping our clients effectively plan and reduce their tax burdens. We are committed to delivering superior service in a timely manner, ensuring thoughtful communication and managing client expectations for a satisfying and profitable experience.

Withum is a reflection of our people, our culture, and our strength. Our brand has become synonymous with teamwork and outstanding client service. Our success is attributed to the dedicated professionals who work here daily, devoted to empowering our clients to grow and thrive. We are committed not only to our clients but also to fostering personal and professional growth for all team members and the communities we serve.

Your Responsibilities:

  • Reviewing tax returns for individuals, fiduciaries, gifts, and businesses prepared by staff and seniors for precision
  • Researching and drafting memorandums on complex tax issues
  • Identifying and executing tax planning strategies
  • Managing and resolving tax disputes
  • Engaging with clients to provide tailored insights and solutions
  • Simultaneously managing multiple client engagements with various teams to meet deadlines

About WithumSmithBrown

Withum is a forward-thinking accounting firm that champions innovation and diversity in the financial industry. We are committed to nurturing talent and promoting a collaborative workplace culture where every team member can contribute to our collective success.

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