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
• Sell and execute engagements in multiple industries
• Manage, mentor, and develop staff
• Attract and service new clients and expand services to existing clients

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. Technical knowledge sufficient to sell and execute engagements in multiple industries.

Benefits

• Competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan
• Flexible scheduled time off (STO)
• Minimum of 56 hours of sick and safe leave
• 11 holidays
• 2 scheduled recharge days
• In-house CPE and learning opportunities through our internal Learning & Development department

Pay

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

Not specified

Benefits

• Not specified

Company Culture

Weaver is 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.

EEO Statement

Weaver is an equal opportunity employer.

Application Instructions

Interested applicants should apply directly to the job posting. Applications for this position will be accepted for at least 5 days from the date of posting. We encourage any candidate who is interested and qualified to apply as soon as possible. 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.