Tax Manager - Private Client Services

Weaver

$125K — $191K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or related field
  • CPA with 5+ years in federal tax compliance, planning, and consulting within public accounting
  • Experience with high-net-worth individuals, privately-owned businesses, investment partnerships, estates, and trusts

Responsibilities

  • Provide federal tax compliance and planning services to clients
  • Collaborate with firm leadership on business development
  • Mentor and train less-experienced team members
  • Manage client relationships and expand service offerings
  • Contribute to firm administration activities

Benefits

  • Competitive health benefits including medical, dental, and vision insurance
  • 401(k) plan with company support
  • Flexible scheduled time off and at least 56 hours of sick and safe leave
  • 11 paid holidays and 2 scheduled recharge days
  • In-house continuing professional education (CPE) and learning opportunities
  • Internal leadership coaching program for career growth
  • Inclusive and supportive work environment that values diversity
Full Job Description
Position Profile

Weaver is looking for a Private Client Services Tax Manager to join our growing firm. A Private Client Services Tax Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.

A Tax Manager works closely with firm leadership and plays a key role in business development and firm administration activities, including training and mentoring less-experienced team members. The ideal candidate is a CPA with 5+ years of experience in federal tax compliance, planning and consulting at a public accounting firm.

To be successful in this role, the following qualifications are required:
  • Bachelor's degree in Accounting or related field
  • CPA with 5 or more years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net worth individuals, privately-owned business, investment partnerships, estates, and trusts

Additionally, the following qualifications are preferred:
  • Master's degree in Accounting or related field
  • Technical knowledge sufficient to sell and execute engagements in a variety of industries
  • Proven ability to manage, mentor and develop a team
  • Strong relationship management and practice development skills
  • Ability to attract and service new clients and expand services to existing clients

Compensation and Benefits: At Weaver, our most valuable resource is our people. We take the time to evaluate our employees' wants and needs and invest our resources accordingly. A reasonable estimate of the compensation range for this position is $125,000 to $191,000 in the California, Maryland, New Jersey, and New York Metropolitan areas. Actual compensation will be based on a variety of factors including but not limited to experience, skills, certifications, and geographical location. In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Further, we support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days! Learn more here - Weaver benefits.

We also offer in-house CPE and learning opportunities through our internal Learning & Development department. Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth. Our goal is to balance both high development with high performance to meet the long-term goals of each individual, team, and our firm.

WeaverLEAD We are committed to investing in the strength of our team. That is why we have created an internal leadership coaching program to train leaders to support other leaders at every level of the organization. The goal of WeaverLEAD is to inspire the growth and development of our leaders by:

Leaning into the experience of exploring new ideas for each individual's growth as a leader.

Engaging the coaching mindset at work with new ways of thinking about challenges and opportunities.

Adapting to the transformation that takes place as a result of participating in the program.

Developing yourself and others with coaching competencies to create a firm-wide culture of coaching.

People are our formula!At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy, and support. We are proudly an equal opportunity employer.

What’s next? Interested applicants should apply directly to the job posting. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!

Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

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