Overview In this Tax Senior Manager role at Withum, you lead complex tax engagements from planning through completion, guiding staff and strengthening client relationships. You will drive tax planning, research, and strategy development across high-net-worth individuals, fiduciaries, and founders in a dynamic, team-driven environment. You'll collaborate with partners to shape client solutions, stay ahead of regulatory changes, and contribute to firm-wide initiatives. This is an opportunity to influence tax strategy at scale within a trusted, growth-focused firm.
Compensation / Benefits- competitive benefits package
- bonus program
- location-based compensation ranges
- opportunity for hybrid work
- professional growth
- inclusive culture
Responsibilities- Lead review of complex tax returns for high-net-worth individuals, fiduciaries, and estates, ensuring accuracy and alignment with planning
- Conduct advanced tax research and draft technical memoranda on complex issues
- Design and implement tax planning strategies for wealth preservation, charitable giving, and succession planning
- Manage client relationships through proactive communication and strategic consultations
- Mentor and supervise staff, promoting technical development and collaboration
- Collaborate with partners on client engagements, thought leadership, and business development
- Ensure compliance with evolving federal, state, and local tax regulations and industry trends
- Contribute to process improvements leveraging technology and best practices
- Participate in firm-wide initiatives, including innovation projects and continuing education programs
- Demonstrate leadership by setting strategy and leading a team across multiple positions
Key requirements- Bachelor's Degree in Accounting
- CPA, JD, LLM or MST required
- Minimum of 8+ years of professional services experience
- Industry knowledge in Technology/Startup and Emerging Growth is a plus
- Demonstrated strategic leadership and ability to define market opportunities
- Strong verbal and written communication skills
- Excellent presentation and relationship management abilities
- Proven project management and multitasking capabilities
- Sales process deployment and client account management experience
- Ability to work as a productive team member and adhere to accountability standards
- strong verbal communication
- written communication
- leadership
- tax research
- technical memoranda drafting
- CRM (customer relationship management) use
