Tax Senior Manager - Private Client Services

Ultipro; United States; Remote; USD 141,000 - 290,000; Full time

Job summary

Weaver is seeking a Tax Senior Manager to deliver federal tax compliance and planning services to high-net-worth individuals and privately-held businesses. The role requires CPA with 7+ years of public accounting experience and strong leadership skills.

The candidate will collaborate with firm leadership, contribute to business development, and mentor staff while expanding services across multiple industries. A Master’s degree is preferred but not required.

Qualifications

• Bachelor's degree in Accounting or related field.
• CPA with 7+ years of federal tax compliance, planning and consulting at a public accounting firm.
• Master's degree in Accounting or related field considered a plus.

Responsibilities

• Provide federal tax compliance and planning services to high-net-worth individuals and privately-held businesses.
• Lead business development and staff development efforts; work with firm leadership.
• Mentor and develop staff, manage client relationships, and expand services to existing clients.

Skills

Staff development

Relationship management

Practice development

Mentoring

Leadership

Education

Bachelor's degree in Accounting

CPA (7+ years federal tax)

Master's degree (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 talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses.

A Tax Senior Manager works closely with firm leadership and plays a key role in business development and team development. The ideal candidate is a CPA with 7+ 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 7+ 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 multiple industries
• 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 $141,000 to $290,000 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. 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.