Private Client Services Senior

WithumSmith+Brown • Boca Raton, FL

12h • Onsite

About The Position

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. As a Private Client Services Senior based out of our Boca Raton, FL office, 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, supervise/mentor staff, and build/maintain 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.

Requirements

• Bachelor’s Degree in Accounting
• Licensed CPA, or working towards CPA certification
• 3-5 years of prior experience working in the tax department of a public accounting
• Excellent analytical and technical tax 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
• Excellent analytical, organizational, project management skills, and strong attention to detail

Nice To Haves

• Masters of Science in Taxation is preferred but not required

Responsibilities

• Preparing complex individual, trust, partnership and corporate tax returns
• Reviewing mid-level complexity individual, trust, partnership and corporate tax returns prepared by tax staff for accuracy
• Researching and drafting memorandum involving complex tax matters
• Identifying tax planning opportunities
• Handling and resolve tax controversies
• Managing multiple engagements concurrently with various teams to efficiently meet client deadlines
• Providing supervision, training and support to the engagement staff and promote open communication to the engagement partner and manager

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 101-250 employees