Tax Senior Manager - Private Client Services

About the role

Weaver is a full-service national accounting, advisory and consulting firm dedicated to providing exceptional service and fostering a supportive, diverse, and entrepreneurial workplace culture. Our core values guide our commitment to employee well-being and professional growth.

Responsibilities

• Provide federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.
• Work closely with firm leadership to contribute to business development and team development.
• Manage and mentor staff, developing their skills and capabilities.
• Attract and service new clients, expanding services to existing clients.

Requirements

• Bachelor’s degree in Accounting or related field.
• CPA with 7+ 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 businesses, investment partnerships, estates, and trusts.
• Prior experience managing and mentoring staff.
• Proven ability to build and maintain strong client relationships.
• Preferred: Master’s degree in Accounting or related field, technical knowledge in multiple industries, and experience selling and executing engagements.

Qualifications

• Strong relationship management and practice development skills.
• Ability to attract and service new clients and expand services to existing clients.

Skills

• Technical knowledge in federal tax compliance, planning, and consulting.
• Strategic thinking and problem-solving skills.
• Excellent communication and interpersonal skills.

Benefits

• Competitive compensation range of $141,000 to $290,000 in the California, Maryland, New Jersey, and New York Metropolitan areas.
• Health benefits including medical, dental, vision, disability, life insurance, and a 401(k) plan.
• Flexible schedule, 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days.
• In-house CPE and learning opportunities through the internal Learning & Development department.
• WeaverLEAD leadership coaching program to support the growth and development of leaders at every level of the organization.

Pay

A reasonable estimate of the compensation range for this position is $141,000 to $290,000 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

Our ideal candidate will have the flexibility to work a flexible schedule, with a minimum of 56 hours of sick and safe leave per year, 11 holidays, and 2 scheduled recharge days.