Founders and Tech Executive Tax Senior Manager

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 Tax Senior Manager role will be based out of one of our Los Angeles, CA, Orange County, CA, San Francisco, CA, San Ramon, CA, San Diego, CA, New York, NY, 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.

• 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

• 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
• Project management. Must demonstrate ability to manage time, multi-task, and meet deadlines for themselves and their firm team members
• Candidate must demonstrate experience in working as a productive member of a team
• Tangible and demonstrated experience in formal sales process deployment, use and training
• Ability to be a resource to other team members on the firm, the technology community, overall strategy and tactics
• Ability to adhere to an…