Tax Director - Private Client Services

Weaver; San Antonio (TX); On-site; USD 120,000 - 300,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Flexible scheduled time off

Sick and safe leave

Job summary

A national accounting and consulting firm is seeking a Tax Director to provide federal tax compliance and planning services for high-net-worth clients. The ideal candidate is a CPA with over 9 years of experience in tax compliance, planning, and consulting. This role involves developing new business opportunities and mentoring future leaders. Competitive compensation and comprehensive benefits package offered, including flexible time off and professional development.

Qualifications

• 9+ years of experience in federal tax compliance, planning, and consulting at a public accounting firm.
• Technical knowledge to sell and execute engagements in multiple industries.

Responsibilities

• Provide federal tax compliance and planning services to high-net-worth individual clients.
• Create new business for the firm and develop the next generation of leaders.

Skills

CPA

Federal tax compliance

Planning and consulting

Relationship management

Education

Bachelor’s degree in Accounting or related field

Master’s degree in Accounting or related field

Job description

Join to apply for the Tax Director - Private Client Services role at Weaver

Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.

Weaver is looking for talented tax leaders at the Director level to join our growing firm! 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. The ideal candidate is a CPA with 9+ years of experience in federal tax compliance, planning, and consulting at a public accounting firm.

The following qualifications are required:

• 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

The following qualifications are preferred:

• 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

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 $120,000 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.

We also offer 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!

We are proudly an equal opportunity employer. People are our formula! At Weaver, we recognize that everyone brings different strengths, backgrounds, and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual’s unique qualities through visibility, progression, advocacy, and support.