Tax Senior Associate or Supervisor - Private Client Services

Weaver; Houston (TX); In loco; USD 90.000 - 143.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

56 hours sick leave / PTO

Holidays and recharge days

Learning & development programs

Descrizione del lavoro

Weaver, a full-service national accounting, advisory and consulting firm, seeks a Tax Senior Associate or Supervisor to join its Private Client Services team in Houston, TX. You will plan, prepare, and deliver federal tax work for high-net-worth clients with limited supervision.

Requirements include a Bachelor's in Accounting, CPA or CPA candidate, 2–4+ years in public accounting, and experience with tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses.

Competenze

• Bachelor's degree in Accounting or related field.
• CPA or CPA candidate.
• 2-4+ years of experience in public accounting.
• Experience preparing and/or reviewing federal tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses.
• Familiarity with Quickbooks, CCH Axcess, CCH Engagement, or similar software.

Mansioni

• Plan, prepare, and deliver client work to Managers, Senior Managers, and Partners independently and with limited supervision.
• Communicate effectively and manage multiple concurrent assignments of varying sizes and complexity.

Conoscenze

Tax preparation

Public accounting

Mentoring

Formazione

Bachelor's degree in Accounting

CPA or CPA candidate

Master's degree (preferred)

Strumenti

QuickBooks

CCH Axcess

CCH Engagement

Descrizione del lavoro

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 ambitions.

Position Profile

Weaver's Private Client Services (PCS) team is looking for Tax a Senior Associate or Supervisor to join their growing team. The Private Client Services team at Weaver helps clients manage and preserve their personal wealth. Our scope of services includes, but is not limited to tax planning and preparation, entity structuring, wealth preservation, family succession consulting, and family office services.

A Senior Associate or Supervisor on the Private Client Services team plans, prepares, and delivers client work to Managers, Senior Managers, and Partners independently and with limited supervision. They are a team player who exhibits initiative, accepts responsibility, communicates effectively, and manages multiple concurrent assignments of varying sizes and complexity.

To be successful in this role, the following qualifications are required:

• Bachelor's degree in Accounting or related field
• CPA or CPA candidate
• 2-4+ years of experience in public accounting
• Experience preparing and/or reviewing federal tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses
• Familiarity with Quickbooks, CCH Axcess, CCH Engagement, or similar software

Additionally, The Following Qualifications Are Preferred

• Master's degree in Accounting or related field
• Ability to mentor and help develop less experienced staff

Compensation and Benefits:

A reasonable estimate of the compensation range for this position is $90,000 to $143,000 in the 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.

• competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan
• flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days
• 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

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.