Business Enterprise Advisory Manager

WithumSmith+Brown PC•Burlington, MA

3d•Hybrid

About The Position

Withum’s Business Enterprise Advisors (BEA) team is seeking a manager to join our Burlington, MA office. The BEA group provide tax, assurance and advisory services to privately held small-to-medium sized companies who desire one point of contact for their business needs. This is an exciting leadership opportunity which affords the candidate the ability to work directly with business owners and their immediate families to provide consultative tax planning advice while being part of a growing firm. This position will afford the candidate a permanent hybrid work schedule.

Requirements

Bachelor of Science degree in Accounting or a business-related field of study
CPA designation required or an MST (Masters of Science in Taxation), a JD, or an LLM
Minimum of 6 years of experience in a local or mid-sized CPA firm or a tax consulting practice
Strong tax technical background along with a curiosity and willingness to stay current on all key Tax law changes
Excellent analytical, organizational, project management, and technical skills
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 in a rapidly growing, fast-paced, interactive, results-based team environment
Strong leadership, training, and mentoring skills, coupled with excellent verbal, written, and presentation skills to represent the Firm well to client’s management

Responsibilities

Reviewing Business Tax Returns (1065, 1120, 1120S) as well as trusts/estates (1041), high-net worth, and ultra-high net worth individual income tax returns (1040)
Coordinating with clients and their advisors on quarterly and year-end tax planning and projections
Providing supervision, training and support to the engagement staff and promoting open communication to the engagement partner and manager
Inspiring, developing, mentoring, and retaining staff while providing challenging assignments
Reviewing and supervising the preparation of compilation and review level financial statements
Collaborating cross-functionally with our tax, assurance and accounting, and advisory groups to identify opportunities to fully service the client and their families
Remaining current on technical and industry developments and standards, while evaluating the potential impact on clients' business and financial position
Participating in client proposals and identifying new business development opportunities
Working on compilations and reviews for audit