What are the responsibilities and job description for the Tax Manager position at Withum?
Looking to work at a firm that encourages a work life balance and a path to Partner?
- Mid to Upper Level Executives
- High Net Worth Individuals
- Small Business Owners
- Closely Held Corporations & Partnerships
- 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
- Bachelor's 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
Recommended Skills
- Analytical
- Attention To Detail
- Brokerage
- Coaching And Mentoring
- Communication
- Customer Relationship Management