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, 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
• WeaverLEAD - Internal Leadership Coaching Program to train leaders to support other leaders at every level of the organization

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

• Medical
• Dental
• Vision
• Disability
• Life Insurance
• 401(k) Plan
• Flexible Scheduled Time Off (STO)
• Minimum of 56 hours of sick and safe leave
• 11 Holidays
• 2 Scheduled Recharge Days

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. We celebrate diversity and are committed to creating an inclusive environment for all employees.