Tax Senior Associate or Supervisor - Private Client Services

About the role

The Private Client Services (PCS) team at Weaver is seeking a Tax Senior Associate or Supervisor to join their growing team. The PCS team provides comprehensive financial services to clients, including tax planning and preparation, entity structuring, wealth preservation, family succession consulting, and family office services.

Responsibilities

• Plan, prepare, and deliver client work independently and with limited supervision
• Work collaboratively with Managers, Senior Managers, and Partners
• Mentor and help develop less experienced staff
• Manage multiple concurrent assignments of varying sizes and complexities

Requirements

• Bachelor’s degree in Accounting or related field
• CPA or CPA candidate
• 2-4+ years of experience in public accounting
• Experience preparing and/or reviewing federal tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses
• Familiarity with Quickbooks, CCH Axcess, CCH Engagement, or similar software

Preferred Qualifications

• Master’s degree in Accounting or related field
• Ability to mentor and help develop less experienced staff

Qualifications

• Bachelor’s degree in Accounting or related field
• CPA or CPA candidate
• 2-4+ years of experience in public accounting
• Experience preparing and/or reviewing federal tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses
• Familiarity with Quickbooks, CCH Axcess, CCH Engagement, or similar software

Benefits

• Competitive health benefits including 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

Pay

A reasonable estimate of the compensation range for this position is $90,000 to $143,000 in the 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

Our team offers flexible scheduling options to accommodate your needs.

Skills

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in Quickbooks, CCH Axcess, CCH Engagement, or similar software

Benefits

• Competitive health benefits including 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