Founders & Tech Executive Tax Supervisor

WithumSmith+Brown•San Diego, CA

5h•Hybrid

About The Position

Withum is a place where talent thrives, offering endless opportunities for growth and fostering an entrepreneurial and inclusive environment. The firm's Tax Services Group comprises tax specialists dedicated to ensuring accurate and timely tax reporting and minimizing tax payments. They possess a comprehensive understanding of international, US federal, state, and local regulations, supported by their affiliation with HLB international, enabling them to develop economical tax strategies globally. Their services include Business, Individual, State & Local tax, R&D Tax Credit, International, and Private Client services. This Founders & Tech Executive Tax Supervisor role will be based out of one of their Los Angeles, CA, New York, NY, San Diego, CA, San Francisco, CA, or Whippany, NJ offices. The successful candidate will work alongside an integrated team of seasoned CPAs and industry leaders, taking a lead role on all aspects of tax engagements from planning to completion. This includes supervising and mentoring staff, as well as building and maintaining client relationships. Withum's brand reflects its people, culture, and strength, synonymous with teamwork and client service excellence. The firm attributes its success to dedicated professionals who help clients grow and thrive, while also promoting personal and professional growth for all team members, clients, and surrounding communities through the "Withum Way."

Requirements

Bachelor’s Degree in Accounting
Licensed CPA, or working towards CPA certification with parts passed
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 well to client’s management
Excellent analytical, organizational, project management skills, strong attention to detail, and proven innovative problem-solving skills

Nice To Haves

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

Responsibilities

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