Tax Operations Specialist

Looking to work at a firm that encourages a work life balance and a path to Partner?
Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength SM 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, including our affiliation with HLB international, allows them to help develop global tax strategies . Withum's tax services include Business Taxes, State & Local tax, International Tax, Tax Credit and incentives (including the R&D tax credit), and Private Client services.
As a Tax Operations Specialist in our Tax Services group, this role will report directly to the Head of Tax. You will also work alongside an integrated team of seasoned, well-known tax industry leaders. You will collaborate regularly with the Innovation Team, the Tax Leadership Team, the Utilization Team, and other firm stakeholders. The TOS will assist the Head of Tax to oversee firm tax department operations and work on strategic initiatives that align with firm growth goals. The duties of the TOS will be focused in three key areas: Innovation, Process and Workflow, and Team Member Utilization.
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:
Overall

• Assisting with Strategic Growth plan to double tax revenue in 3 to 5 years
• Meeting with Head of Tax & tax leadership team monthly to present status updates
• Reviewing/Assisting with Tax Strategic plan including pillars for growth, innovation, people and clients and hold teams accountable
• Providing solutions/ideas

Innovation

• Meeting with the innovation/dev team and coordinate/organize tax ideas
• Analyzing ROI and following up with Sponsor/owner
• Understanding which are short term and long term - who do they benefit?
• Confirming with IT that projects are viable

People

• Do we have the right people at the right levels?
• Meeting with schedulers and understanding tax bandwidth
• Reviewing strategically the way to keep people utilized over the year - minimizing crunch times
• Reconciling variance between budget and actual charge time

We are primarily looking for a candidate with the following qualifications:

• Prior tax experience and CPA credential is preferred
• Bachelor's Degree in Accounting or another business-related field required
• Strong project management skills & ability to juggle multiple tasks simultaneously
• Ability to think outside of the box and bring ideas to the tax leadership team
• Ability to execute on tasks
• Effectively communicate with high level executives/management
• Knowledge of tax department processes, workflow & tax technology tools

NYC ranges from $105,000 - $160,000
Withum will not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or because they are a protected veteran.
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