Tax Director - Private Client Services

Ultipro; United States; Remote; USD 200,000 - 300,000; Full time

Job summary

Weaver, a national accounting firm, seeks a Tax Director for Private Client Services to deliver federal tax compliance and planning for high-net-worth individuals and privately held businesses. The ideal candidate is a CPA with 9+ years in public accounting.

This role emphasizes entrepreneurship, client development, and leadership, with compensation expectations and a commitment to growth within a collaborative culture.

Qualifications

• Bachelor’s degree in Accounting or related field.
• CPA or EA certification required.
• 9+ years of federal tax compliance, planning and consulting.
• Experience with high-net-worth individuals and privately held businesses.

Responsibilities

• Provide federal tax compliance and planning for high-net-worth individuals and privately held businesses.
• Develop and manage client relationships and grow new business.
• Sell and execute engagements across multiple industries.

Skills

Federal tax compliance

Tax planning

High-net-worth clients

Public accounting

Business development

Education

Bachelor's degree in Accounting

CPA or EA

Master's degree in Accounting

Job description

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.

While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values .Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm.

Learn more about our services, industry experience and culture at weaver.com .

Position Profile

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.

To be successful in this role, 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

Additionally, 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 $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.

In addition to compensation packages, Weaver offers competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan.

• medical
• dental
• vision
• disability
• life insurance
• 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!

• flexible scheduled time off (STO)
• minimum of 56 hours of sick and safe leave
• 11 holidays
• 2 scheduled recharge days

We also offer in-house CPE and learning opportunities through our internal Learning & Development department.

Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.

• in-house CPE and learning opportunities
• internal Learning & Development department
• multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth

WeaverLEAD

We are 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:

L eaning into the experience of exploring new ideas for each individual’s growth as a leader.

E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities.

A dapting to the transformation that takes place as a result of participating in the program.

D eveloping yourself and others with coaching competencies to create a firm-wide culture of coaching.

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. We are proudly an equal opportunity employer.

Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.