Tax Manager - Private Client Services

Weaver; Fort Worth (TX); On-site; USD 125,000 - 191,000; Full time

Benefits offered by this job

Competitive Health Benefits

401(k) Plan

Flexible Time Off

In-house CPE Opportunities

Leadership Training

Recharge Days

Job summary

An established industry player seeks a Private Client Services Tax Manager to enhance its team. This role involves providing expert federal tax compliance and planning services to high-net-worth individuals and privately-held businesses. The ideal candidate will have a CPA and over five years of relevant experience, showcasing strong leadership and relationship management skills. Join a firm that values diversity and invests in the growth of its employees, offering competitive compensation and a supportive work environment. If you are passionate about tax services and client relationships, this opportunity is perfect for you.

Qualifications

• 5+ years of experience in federal tax compliance and planning.
• CPA with strong relationship management skills.

Responsibilities

• Provide federal tax compliance and planning services to high-net-worth clients.
• Mentor and develop less-experienced team members.

Skills

Federal Tax Compliance

Tax Planning

Consulting

Relationship Management

Practice Development

Education

Bachelor’s degree in Accounting

CPA Certification

Master’s degree in Accounting

Job description

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The Weaver Experience

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 Private Client Services Tax Manager to join our growing firm. A Private Client Services Tax Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.

A Tax Manager works closely with firm leadership and plays a key role in business development and firm administration activities, including training and mentoring less-experienced team members. The ideal candidate is a CPA with 5+ 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 with 5 or more 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

Additionally, the following qualifications are preferred:

• Master’s degree in Accounting or related field
• Technical knowledge sufficient to sell and execute engagements in a variety of industries
• Proven ability to manage, mentor and develop a team
• 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 evaluate our employees' wants and needs and invest accordingly. The estimated compensation range for this position is $125,000 to $191,000 in the California, Maryland, New Jersey, and New York Metropolitan areas, based on experience, skills, certifications, and location. We offer competitive health benefits, a 401(k) plan, flexible time off, sick and safe leave, holidays, and recharge days.

We also provide in-house CPE and learning opportunities through our internal Learning & Development department, including technical, practice development, and leadership training.

Our WeaverLEAD program supports leadership growth through coaching and development initiatives, fostering a culture of continuous improvement and support.

Weaver is committed to diversity and inclusion, cultivating a safe and inclusive work environment that celebrates individual differences. We are an equal opportunity employer.

What’s next? Interested applicants should apply directly to the job posting with their most recent resume. After applying, you will receive a confirmation email. A Weaver recruiter will review your application and contact you if suitable. Please note, we are not accepting resumes from third-party staffing agencies for this role. This position is eligible for our Employee Referral Program.