High Net Worth Tax Supervisor

Reposted 12 Days Ago
Be an Early Applicant
San Francisco, CA, USA
In-Office
95K-150K Annually
Mid level
Financial Services
The Role
The High Net Worth Tax Supervisor prepares and reviews tax returns, manages engagements, mentors staff, and provides client tax strategies.
Summary Generated by Built In

Withum is a place where talent thrives - where who you are matters. It’s a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results.

Explore different industries. Learn new skills. Connect with our diverse teams of professionals to gain insight into the career you envision. Your Career Starts with You.

Experience the Transformative Power of Withum Plus You - that’s the Power in the Plus!

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. 

This High Net Worth Tax Supervisor role will be based out of our San Francisco, CA 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 audit engagements, from planning to completion, to include supervision/mentoring of staff and building/maintaining 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.  


How You’ll Spend Your Time:  

  • Prepare complex individual and flow through tax returns 
  • Review mid-level complexity individual and flow through tax returns prepared by tax staff for accuracy
  • Research and draft memorandum involving complex tax matters 
  • Identify tax planning opportunities 
  • Handle and resolve tax controversies 
  • Manage multiple engagements concurrently with various teams to efficiently meet client deadlines 
  • Provide supervision, training and support to the engagement staff and promote open communication to the engagement partner and manager 

The Kinds of People We Want to Talk to Have Many of The Following: 

  • Bachelor's degree in accounting 
  • CPA license or working towards it
  • Having a Master of Science in Taxation is a plus 
  • 4+ years of prior experience working in the tax department of a public accounting firm for high net worth individuals and the related entities
  • Experience with multi-state tax returns
  • 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 San Francisco compensation for this position ranges from $120,000-$160,000. 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/.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

#LI-MM1

#LI-Hybrid

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.

Skills Required

  • Bachelor's degree in accounting
  • CPA license or working towards it
  • 4+ years of experience in tax department of a public accounting firm
  • Experience with multi-state tax returns
  • Master of Science in Taxation is a plus

Withum Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Withum and has not been reviewed or approved by Withum.

  • Parental & Family Support Childcare reimbursement up to 25% of eligible expenses, paid parental bonding leave (up to 10 weeks primary/3 weeks secondary), and access to back‑up care are highlighted as distinctive strengths. Recognition such as Best Workplaces for Parents reinforces the family-support focus.
  • Leave & Time Off Breadth Generous PTO, nine paid holidays, and a firmwide shutdown from Christmas through New Year’s create substantial time‑off opportunities. Senior Associates and above have Open Time Off.
  • Wellbeing & Lifestyle Benefits Fitness reimbursements, wellness programming, and firm‑paid tools like Headspace support mental and physical wellbeing. Wellness awards and incentives signal sustained investment in lifestyle benefits.

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The Company
HQ: Princeton, NJ
1,801 Employees
Year Founded: 1974

What We Do

Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape. Visit www.withum.com for more information. #WithumWay

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