Tax Manager - Financial Services

Weaver; New York (NY); On-site; USD 125,000 - 191,000; Full time

Job summary

Weaver is seeking a Tax Manager to play a major role on the Investment Funds Services team. The role focuses on delivering tax compliance and advisory services for investment partnerships and related management entities, while leading team efforts and fostering client relationships.

The ideal candidate brings CPA credentials with 5–8+ years in investment partnership tax, including forms 1065 and K-1 work, and possesses strong mentoring and business development skills to support growth and

Qualifications

• Bachelor’s degree in Accounting or related field or J.D., LL.M. in Taxation.
• Master's in Taxation (MST) from an accredited college/university is preferred.
• CPA with 5 to 8+years of experience in investment partnership tax, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules.
• Working knowledge of alternative investment vehicles and structures, including hedge funds and private equity funds.
• Proven ability to manage, mentor and develop staff.
• Strong relationship management and practice development skills.

Responsibilities

• Provide tax compliance and advisory services for investment partnerships and related management entities.
• Act as a lead team member on our multi-disciplinary team helping to provide financial service knowledge and experience while building and managing client relationships.

Skills

CPA

Staff mentoring

Relationship management

Practice development

Education

Bachelor’s degree in Accounting or related field or J.D., LL.M. in Taxation

Master's in Taxation (MST) preferred

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 a Tax Manager to play a major role on our Investment Funds Services team. This individual will be responsible for providing tax compliance and advisory services for investment partnerships and related management entities. They will act as a lead team member on our multi-disciplinary team helping to provide financial service knowledge and experience while building and managing client relationships.

Education and Skills

• Bachelor’s degree in Accounting or related field or J.D., LL.M. in Taxation
• Master's in Taxation (MST) from an accredited college/university is preferred
• CPA with 5 to 8+years of experience in investment partnership tax, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules
• Working knowledge of alternative investment vehicles and structures, including hedge funds and private equity funds
• Proven ability to manage, mentor and develop staff
• Strong relationship management and practice development skills

Compensation and Benefits:

A reasonable estimate of the compensation range for this position is $125,000 to $191,000. 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. 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! Learn more here - Weaver benefits .

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.Our goal is to balance both high development with high performance to meet the long‑term goals of each individual, team, and our firm.

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 thegrowth 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.

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.