Tax Senior Associate or Supervisor - Private Client Services

Weaver; San Diego (CA); On-site; USD 90,000 - 143,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Flexible STO

11 holidays

Recharge days

Learning & Development

Job summary

Weaver’s Private Client Services team seeks a Senior Associate or Supervisor to join the growing practice. You will plan, prepare, and deliver tax work for high-net-worth individuals, trusts, estates, and closely-held businesses, working with Managers, Senior Managers, and Partners.

Ideal candidates hold a Bachelor’s in Accounting with CPA or CPA candidacy and 2–4+ years in public accounting, plus familiarity with QuickBooks and CCH software.

Qualifications

• 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.

Responsibilities

• Plan, prepare, and deliver client work to Managers, Senior Managers, and Partners with limited supervision.
• Demonstrate initiative, accountability, and effective communication while managing multiple assignments.
• Collaborate with team to ensure high-quality tax services for clients.

Skills

Tax planning

Tax preparation

Public accounting

Mentoring

Education

Bachelor’s degree in Accounting

Master’s degree in Accounting

Tools

QuickBooks

CCH Axcess

CCH Engagement

Job description

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.

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’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:

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 $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. 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.

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.