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Michael Oates Joins Withum’s New York City Office as a Tax Partner in Financial Services

Michael Oates has joined Withum, the nationally ranked advisory, tax and assurance/accounting firm, as a partner in its Financial Services and Investment Group where he will spearhead the tax practice. Prior to joining Withum, the Old Tappan, N.J., resident was the tax hedge fund industry leader for one of the big-four CPA firms and the partner-in-charge of the national tax practice for Rothstein Kass.

Oates, who is based in the firm’s Midtown Manhattan office, joins a highly talented team of specialists focused on all audit, tax and compliance issues related to venture capital firms, hedge fund managers, private equity firms, mortgage bankers, broker-dealers, credit unions, banking institutions and regulated investment companies.

“As an industry leader known for his tax abilities as they relate to alternative investment clients, Michael brings an entirely new depth of expertise to Withum that will advance our already-prominent posture and strength in the financial services sector,” said Bill Hagaman, the firm’s managing partner and CEO. “His insight, knowledge and leadership are a tremendous asset to our team and an extremely diverse client roster that is continually evolving on the fund and investor front.”

An industry veteran with 30+ years’ experience in the alternative investment fund sector, Oates is widely acknowledged for assisting clients achieve a position of strength. Among his areas of specialization are tax research and planning, from initial organizational structure to maximum tax efficiency. He also serves as a trusted operational-matter tax advisor throughout the business and economic cycles.

“Withum has emerged as a leader in the publicly and privately held financial services sector and has propelled itself to the forefront, bypassing rival firms that once had the market cornered,” said Oates. “I look forward to working with the entire Withum team and our clients to advance each of their advisory and business objectives.”

A graduate of Fairleigh Dickinson University at Florham Park, N.J., with a M.S. in taxation and a B.S. in accounting from Wilkes University, Oates is a member of AICPA, NYSSCPA and NJSCPA.

Established in 1974, Withum is a national top-ranking public accounting firm providing advisory, tax and audit services to businesses and individuals on a local-to-global scale. Headquartered in Princeton, NJ, additional offices are located in major financial centers including New York City, NY; Boston, MA; Philadelphia, PA; Washington, DC.; and Orlando, FL. Withum is an independent member of HLB, the global advisory and accounting network.

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