Withum

Strategist

• Coordinate proposal development and Request For Proposal (RFP) activities.
• Collaborate with key stakeholders as a member of the Pursuit Team.
• Research and write standard and customized proposals.
• Draft pursuit documents.
• Create and maintain baseline content for future pursuit documents using proposal automation software.
• Support and ensure accuracy of lead generation information in CRM as it relates to the pursuit process and individual proposals.
• Provide strategic insight into win themes and brand consistency throughout the proposal process.
• Project-manage assigned proposals and coordinate and execute proposal content development from subject matter experts.
• Create proposal presentations mirroring proposal win themes for opportunities requiring additional management buy-in.
• Maintain compliance with proposal document deadlines and requirements.
• Adhere to Pursuit Team procedures and standards.
• Participate in continuous improvement of the pursuit process, content creation and best practices.
• Ensure quality and consistency of the Firm's branding in proposal materials.
• Serve as liaison between pursuit teams, Creative Services, Firm Admin, niche coordinators and other support functions.
• Organize complex information into tables, graphics, callouts and other reader-friendly formats.
• Utilize AI-assisted drafting while validating accuracy, protecting confidential information and maintaining the Firm's voice.
• Assist with capturing lead details in CRM for pipeline management.

Pursuit Strategist

Accounting Manager

• Analyze financial statements, assess risks, and provide recommendations on cost reduction, revenue enhancement, and profit maximization
• Identify bottlenecks, streamline processes, and suggest improvements to enhance productivity and reduce costs
• Develop and implement change management plans for organizational changes
• Supervise, train, and support engagement staff
• Promote open communication with the engagement partner and manager
• Inspire, develop, mentor, and retain staff while providing challenging assignments
• Review and supervise the preparation of compilation and review level financial statements
• Collaborate with tax, assurance and accounting, and advisory groups to identify opportunities to fully service clients
• Remain current on technical and industry developments and standards and evaluate their impact on clients' business and financial position
• Participate in client proposals and identify new business development opportunities

Accounting Supervisor

Accountant

• Analyze financial statements, assess risks, and provide recommendations on cost reduction, revenue enhancement, and profit maximization
• Identify bottlenecks, streamline processes, and suggest improvements to enhance productivity and reduce costs
• Provide guidance, training, and support to engagement staff
• Promote open communication with the engagement partner and manager
• Review and conduct financial statement reviews and compilations
• Collaborate with tax, assurance and accounting, and advisory groups to fully service clients
• Remain current on technical and industry developments and standards
• Evaluate the potential impact of developments and standards on clients’ businesses and financial positions

Senior Accountant

• Analyze financial statements, assess risks, and provide recommendations on cost reduction, revenue enhancement, and profit maximization
• Identify bottlenecks, streamline processes, and suggest improvements to enhance productivity and reduce costs
• Develop and implement change management plans during organizational changes
• Supervise, train, and support engagement staff
• Promote open communication with the engagement partner and manager
• Inspire, develop, mentor, and retain staff while providing challenging assignments
• Review and supervise preparation of compilation and review-level financial statements
• Collaborate with tax, assurance and accounting, and advisory groups to identify opportunities to fully service clients
• Remain current on technical and industry developments and standards and evaluate their impact on clients’ business and financial position
• Participate in client proposals and identify new business development opportunities

• Lead and execute tax due diligence and structuring engagements for private equity and strategic clients
• Coordinate tax due diligence and structuring engagements
• Manage multiple work streams simultaneously
• Collaborate with client management on diligence focus areas
• Communicate issues and deal considerations in real time
• Prepare reports outlining findings and recommendations on key tax issues in transactions
• Identify integration, separation, and post-transaction transition issues
• Collaborate with team members and contribute to M&A best practices
• Work with clients, target company management teams, and engagement leadership
• Mentor junior team members
• Contribute to the continued growth of the transaction advisory practice

Transaction Advisory M&A Tax Lead Consultant

Financial Planning and Analysis

• Manage multiple work streams
• Coordinate financial due diligence engagements
• Collaborate with client management on diligence focus areas and communicate issues and deal considerations in real time
• Participate in discussions regarding business performance and forecasting assumptions with senior team management
• Identify and support analyses of target financial data for quality of earnings, normalized working capital, valuation, contractual matters, and future cash flows
• Prepare reports presenting findings and recommendations on key financial and business issues in transactions
• Identify integration, separation, and post-transaction transition issues
• Collaborate with team members and contribute to M&A best practices
• Analyze financial and operational results of businesses to be acquired or sold by reviewing accounting records, business drivers, and management interviews
• Research industry trends, technologies, seasonality, and cyclicality affecting cash flow requirements
• Use technology and tools to analyze datasets and present visualizations
• Work directly with clients, target company management teams, and engagement leadership
• Mentor junior team members and contribute to practice growth

Transaction Advisory Manager – Financial Due Diligence

• Lead all aspects of tax engagements
• Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy
• 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
• Supervise and mentor staff
• Build and maintain client relationships
• Serve in professional development programs as an instructor or discussion leader
• Work alongside an integrated team of seasoned CPAs and industry leaders

Theater and Entertainment Tax Manager

Marketing

• Oversee development and execution of comprehensive multi-channel marketing strategies for industries and Tax, Audit, and Advisory service lines
• Define and articulate industry value propositions that resonate with target audiences and differentiate the firm
• Lead cross-functional planning to align marketing initiatives with business growth objectives
• Own strategy and accountability for account-based marketing initiatives
• Collaborate with practice leaders to identify key accounts and oversee multi-channel marketing plans
• Implement ABM programs using digital campaigns, content, and thought leadership
• Use AI-driven insights, market intelligence, and analytics to prioritize accounts, optimize engagement, and measure impact
• Establish and monitor KPIs and provide actionable reporting to the CMO and CGO
• Drive thought leadership initiatives, including content creation, speaking opportunities, and research reports
• Conduct ongoing market intelligence to identify trends, competitive insights, and growth opportunities
• Lead a team overseeing planning, execution, and measurement of multi-channel campaigns
• Ensure campaigns communicate key messages, demonstrate measurable impact, and support business development goals
• Coordinate with digital, communications, creative, and events teams for cohesive messaging and brand alignment
• Develop AI use cases to streamline efficiencies
• Champion advanced marketing technologies and automation to improve campaign performance and ROI

Director – Industry & Service Line Marketing

Manager

• Develop and execute a national growth strategy for Cost Segregation services
• Collaborate with regional, industry, and national leadership teams to identify and prioritize market opportunities
• Drive expansion and penetration within strategic tax clients and target markets
• Partner with Tax Partners and Client Service Leaders on competitive opportunities
• Manage business development initiatives, pipeline, opportunity tracking, and booked-revenue reporting
• Build and maintain relationships with clients, referral sources, and industry organizations
• Lead and manage cost segregation engagements from opportunity assessment through final delivery
• Perform and review cost segregation studies for commercial and residential properties
• Analyze projects and advise clients on the appropriateness and benefits of cost segregation services
• Research and document applicable tax laws, regulations, and IRS guidance
• Provide tax planning recommendations to maximize deductions, reduce tax liability, and improve client cash flow
• Identify additional tax-saving opportunities and value-added client services
• Monitor legislative, regulatory, and industry developments affecting cost segregation and related tax incentives
• Develop and implement processes, procedures, methodologies, quality controls, operating procedures, and training materials
• Recruit, train, mentor, and develop cost segregation professionals
• Lead cross-functional teams and coordinate resources across service lines
• Serve as a subject matter expert for firm leadership and team members
• Establish practice goals, priorities, and growth initiatives
• Represent Withum in industry organizations, conferences, and client-facing events
• Report directly to the National Tax Services Group Leader and collaborate with regional, industry, geographic, national service-line, business-development, and client-service leaders

Cost Segregation Senior Manager – Principal

• Lead and manage a diverse portfolio of cost segregation engagements for commercial, residential, and specialty real estate assets
• Serve as the primary client contact and trusted advisor throughout the engagement lifecycle
• Review and approve technical analyses, engineering reports, and final deliverables for IRS compliance and firm quality requirements
• Oversee site inspections, cost analyses, and asset classifications performed by engagement teams
• Drive practice growth through business development, referral cultivation, existing-client opportunities, networking, industry events, and proposal development
• Provide technical guidance and mentorship to supervisors, senior associates, and associates
• Manage client relationships and identify opportunities for additional advisory, tax, valuation, and real estate services
• Collaborate with partners and leadership on business development, proposal development, and practice growth initiatives
• Participate in client presentations, networking events, webinars, and thought leadership activities
• Manage engagement economics, budgets, staffing, and resource allocation
• Monitor industry trends, tax law developments, and IRS guidance affecting cost segregation services
• Support recruiting, training, and career development initiatives within the practice

Cost Segregation Manager

• Review annual employee benefit tax returns and unrelated business income tax returns for a large and diverse client base
• Review relevant state income tax returns and annual state charitable registration forms
• Research and resolve tax-exempt organization tax issues
• Review Employee Benefit Plan Forms 5500, exempt organization returns such as Forms 990, 990-PF and 990-T, C Corp., S Corp., partnership income, fiduciary tax returns, and individual returns as time permits
• Identify and implement tax planning opportunities
• 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 in all aspects of audit engagements from planning to completion
• Supervise and mentor staff
• Build and maintain client relationships

Not For Profit Tax Supervisor

Supervisor

• Manage multiple cost segregation engagements from planning through final delivery
• Supervise, review, and mentor associates and senior associates to ensure quality and accuracy of work product
• Conduct and oversee property site inspections to document building components and support IRS-compliant classifications
• Review construction cost documentation, general ledgers, contractor payment applications, and other financial records
• Analyze blueprints, construction drawings, and project specifications to support asset classifications and cost allocations
• Prepare and review engineering-based cost segregation reports and supporting schedules
• Collaborate with tax, valuation, and real estate professionals to provide integrated client solutions
• Build and maintain strong client relationships through proactive communication and responsive service
• Manage engagement budgets, timelines, and client expectations to ensure successful project completion
• Assist with practice development initiatives, proposal development, and identifying opportunities for additional services
• Report directly to the leader of the Cost Segregation practice