Founders & Tech Tax Supervisor

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Job Description:

Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes. Their comprehensive understanding of international, US federal, state, and local regulations, counting our affiliation with HLB international, allows them to help develop economical tax strategies anywhere.

Their services include Business, Individual, State & Local tax, R&D Tax Credit, as well as International and Private Client services.

This Founders & Tech Executive Tax Supervisor role will be based out of one of our Los Angeles, CA, New York, NY, San Diego, CA, San Francisco, CA, Orange County, CA, East Brunswick, NJ, Red Bank, NJ, Princeton, NJ or Whippany, NJ offices. You'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you will take a lead role on all aspects of tax engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining relationships with clients.

Withum’s brand is a reflection of our people, our culture and our strength. Withum has 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:

Leading the preparation and 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 have many of the following:

Bachelor’s Degree in Accounting Licensed CPA, or working towards CPA certification with parts passed

Masters of Science in Taxation is preferred but not required

Knowledge of topics affecting founders and tech executives such as qualified small business stock, equity compensation, pass-through entities, international tax or other matters is preferred but not required

At least 4 years of public accounting experience

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

Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm…