Tax Director - Private Client Services
Position Profile
Weaver is looking for talented tax leaders at the Director level to join our growing firm!
About the role
A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses. A Weaver Tax Director is an entrepreneur who successfully creates new business for the firm and develops the next generation of Weaver’s leaders.
Responsibilities
- Provide federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.
- Create new business for the firm and develop the next generation of Weaver’s leaders.
- Manage and mentor staff, developing them to become future leaders within the firm.
- Attract and service new clients and expand services to existing clients.
- Develop and execute engagements in multiple industries.
Requirements
- Bachelor’s degree in Accounting or related field
- CPA or EA
- 9+ 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
- Technical knowledge sufficient to sell and execute engagements in multiple industries
Qualifications
- Master’s degree in Accounting or related field
- Proven ability to manage, mentor, and develop staff
- Strong relationship management and practice development skills
- Ability to attract and service new clients and expand services to existing clients
Skills
The ideal candidate is a CPA with 9+ 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. Technical knowledge sufficient to sell and execute engagements in multiple industries.
Benefits
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 $200,000 to $300,000 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.
Pay
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 $200,000 to $300,000 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.
Schedule
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 $200,000 to $300,000 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.
Qualifications
- Bachelor’s degree in Accounting or related field
- CPA or EA
- 9+ 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
- Master’s degree in Accounting or related field
- Proven ability to manage, mentor, and develop staff
- Strong relationship management and practice development skills
- Ability to attract and service new clients and expand services to existing clients
Skills
The ideal candidate is a CPA with 9+ 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. Technical knowledge sufficient to sell and execute engagements in multiple industries.
Benefits
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.
Pay
Competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan.
Schedule
Flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days!
Qualifications
- Bachelor’s degree in Accounting or related field
- CPA or EA
- 9+ 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
- Master’s degree in Accounting or related field
- Proven ability to manage, mentor, and develop staff
- Strong relationship management and practice development skills
- Ability to attract and service new clients and expand services to existing clients
Skills
The ideal candidate is a CPA with 9+ 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. Technical knowledge sufficient to sell and execute engagements in multiple industries.
Benefits
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.
Pay
Competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan.
Schedule
Flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days!
Qualifications
- Bachelor’s degree in Accounting or related field
- CPA or EA
- 9+ 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
- Master’s degree in Accounting or related field
- Proven ability to manage, mentor, and develop staff
- Strong relationship management and practice development skills
- Ability to attract and service new clients and expand services to existing clients
Skills
The ideal candidate is a CPA with 9+ 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. Technical knowledge sufficient to sell and execute engagements in multiple industries.
Benefits
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.
Pay
Competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan.
Schedule
Flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days!
Qualifications
- Bachelor’s degree in Accounting or related field
- CPA or EA
- 9+ 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
- Master’s degree in Accounting or related field
- Proven ability to manage, mentor, and develop staff
- Strong relationship management and practice development skills
- Ability to attract and service new clients and expand services to existing clients