Financial Services Tax Manager

Withum

Financial Services Tax Manager leading complex tax engagements for Withum, an accounting and advisory firm. Supervising staff, advising financial-services clients, and delivering tax planning and compliance work.

Posted 8/5/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $135,000 - $170,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax planning, compliance, and research, with a strong focus on managing multiple engagements and mentoring staff. Proven ability to build and maintain client relationships while delivering exceptional service in a fast-paced environment.

Highest-signal resume keywords

CPA LicenseTax PlanningClient Relationship ManagementLeadership and MentoringTax Research

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ComplianceAnalytical SkillsTechnical Tax SkillsProject ManagementFinancial Services Tax EngagementsHedge FundsPrivate EquityVenture CapitalBroker DealersManagement Companies

Soft Skills

Communication SkillsClient ServiceTeam CollaborationAttention to DetailTraining Skills

Certifications & Qualifications

Bachelor's Degree in AccountingJDMasters of Science in Taxation

Industry Keywords

Public AccountingTax ControversiesFinancial ServicesEngagement ManagementProfessional Development

About the role

Key responsibilities & impact

Review returns prepared by tax staff and/or seniors for accuracy
Participate in all aspects of financial services tax engagements, including hedge funds, private equity, venture capital, broker dealers, and management companies
Research and draft memoranda involving complex tax matters
Identify and implement tax planning opportunities
Handle and resolve tax controversies
Oversee complete tax research projects for a variety of clients and diverse industries
Manage multiple engagements concurrently with various teams to efficiently meet client deadlines
Conduct constructive discussions with team members on their evaluations and provide counsel accordingly
Serve in professional development programs as an instructor or discussion leader
Take a lead role on all aspects of tax engagements
Supervise and mentor staff
Build and maintain relationships with clients

Requirements

What you’ll need

Bachelor's Degree in Accounting
CPA license, JD or Masters of Science in Taxation is required
At least 5 years of prior experience working in the tax department of a public accounting firm
Experience leading multiple engagements and supervising staff
Excellent analytical and technical tax skills
Exceptional client service and communication skills with 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
Excellent verbal, written, and presentation skills to represent the Firm well to client’s management
Excellent analytical, organizational, and project management skills
Strong attention to detail

Benefits

Comp & perks

Competitive benefits package
Bonus program for eligible roles based on individual and firm performance
Professional growth opportunities
Personal growth opportunities
Reasonable accommodations during the recruiting and hiring process