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High Net Worth Tax Principal

AT WithumSmith+Brown
WithumSmith+Brown

High Net Worth Tax Principal

San Diego, CA

Looking to work at a firm that encourages a work life balance and a path to Partnership? 

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in today’s modern business landscape.  Withum empowers clients with innovative tools and solutions to address their accounting, tax and overall business management needs. Withum is a place where talent thrives. We recruit only the best and brightest people, with a genuine passion for the business. 

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 

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This High Net Worth Tax Principal role will be out of our San Francisco or San Diego, CA offices. You'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. In this position, you have an opportunity to build a strong team and be provided with a path to Partnership. 

Withum’s brand is a reflection of our people, our culture and our strength. We have 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. 

How you'll spend your time: 

  • 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
  • Growing the business 

The kinds of people wwant to talk to have many of the following: 

  • Bachelor's degree in accounting and CPA license or Masters of Science in Taxation 
  • 8+ years of prior experience working in the tax department of a public accounting, with experience leading multiple engagements and supervising staff 
  • 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 

The compensation for this position will vary by location. If you reside in California, please see below. In addition to the base compensation, Withum offers a competitive benefits package and bonus program (for eligible roles) based on individual and firm performance. Final offer amounts are based on multiple factors such as the specific role, hiring location, as well as the individual’s skills, experience and qualifications. For additional information on our benefits, visit our website at https://www.withum.com/careers/.

Carlsbad and San Francisco ranges are from $170,000 - $250,000 annually. 

WithumSmith+Brown, PC is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

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Client-provided location(s): San Diego, CA, USA; San Francisco, CA, USA
Job ID: 6862001002
Employment Type: Other