Tax Director - Private Client Services
$200k - $300kWeaver
Weaver ExperienceWeaver 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 ProfileWeaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.A Weaver Tax Director is an entrepreneur who successfully creates new business for the firm and develops the next generation of Weaver's leaders. The ideal candidate is a CPA with 9+ 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 fieldCPA or EA9+ 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 trustsTechnical knowledge sufficient to sell and execute engagements in multiple industriesAdditionally, the following qualifications are preferred:Master's degree in Accounting or related fieldProven ability to manage, mentor, and develop staffStrong relationship management and practice development skillsAbility to attract and service new clients and expand services to existing clientsCompensation 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 $200,000 to $300,000 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 the growth and development of our leaders by:Leaning into the experience of exploring new ideas for each individual's growth as a leader.Engaging the coaching mindset at work with new ways of thinking about challenges and opportunities.Adapting to the transformation that takes place as a result of participating in the program.Developing 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.Interested applicants should apply directly to the job posting. Applications for this position will be accepted for at least 5 days from the date of posting. We encourage any candidate who is interested and qualified to apply as soon as possible. You may apply to multiple roles. Be sure to upload your most recent resume and ensure that it is attached to your application. By registering, you are only activating an account and creating a presence. Please apply directly to a position of interest. You will receive a confirmation email after completing an application for a role. After reviewing your application, a friendly Weaver Recruiter will contact you soon and walk you through the hiring process. Thank you for exploring a career with us. We look forward to meeting you!Currently, we are not accepting resume submissions from third-party staffing agencies for this role. This role is Employee Referral Program eligible.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.
$172k - $227k
...Long Beach City, CA / Santa Monica, CA / Las Vegas, NVTax - Private Client Services (PCS) /Full-time /HybridBPM - where caring and community... ...compelled to ask the questions that lead to innovation. As a Tax Director within BPM's Private Client Services (PCS) practice, you...Private clientFull timeSummer workPrivate practiceWork at officeLocal areaRemote workFlexible hours$172k - $227k
Santa Monica, CA / Irvine, CA / Long Beach, CATax - Private Client Services (PCS) /Full-time /HybridBPM - where caring and community is in our... ...to ask the questions that lead to innovation. As a Tax Director within our Estate & Trust practice, you will make an impact...Private clientFull timeSummer workWork at officeLocal areaRemote workFlexible hours- J.P. Morgan Chase in Gardena, CA is seeking a Private Client Advisor to deliver tailored investment solutions and financial planning for... ...relationships, and leverage Chase referrals to deepen client service. The role requires active licenses, strong client acquisition...Private client
$70k - $110k
...remote. The role requires EPIC, entertainment clients and business manager firm experience.... ...and exceeding expectations Actively service/retain existing accounts to mitigate client... ...Possess: Minimum of 2 years’ experience in Private Client insurance, Possess Valid State Issued...Private clientFull timeRemote work- ...tailored insurance solutions that put our clients in control. Our growing team of... ...Manager to join our Personal Lines team. Our service team plays a vital role in ensuring our clients... ..., AIG, Chubb/ACE and Nationwide Private Client)currently licensed (in good standing...Private clientWork at officeLocal areaFlexible hours
$90k - $130k
...Talent to RIA's, Single Family & Multi-Family Offices Nationwide Client Service Associate Overview A boutique independent wealth management... ...worth clients seeks a Client Service Associate to support Private Wealth Clients and Advisors by taking initiative in client services...Private clientFull time- ...tailored insurance solutions that put our clients in control. Our growing team of... ...Manager to join our Personal Lines team. Our service team plays a vital role in ensuring our clients... ..., AIG, Chubb/ACE and Nationwide Private Client) ~ currently licensed (in good standing...Private clientWork at officeLocal areaFlexible hours
$40 - $49.94 per hour
...tailored insurance solutions that put our clients in control. Our growing team of... ...Manager to join our Personal Lines team. Our service team plays a vital role in ensuring our clients... ..., AIG, Chubb/ACE and Nationwide Private Client) ~ currently licensed (in good standing...Private clientHourly payWork at officeLocal area$90k
...thinking, risk management firm. Work closely with firm leadership to service a Personal Lines portfolio and deliver exceptional customer... ...and underwriters. Resolve escalated service concerns, keep clients informed, and assist with claim reporting and carrier follow-up...Full time- JPMorgan Chase seeks a Private Client Advisor for the South Bay, CA market to deliver comprehensive financial planning and advised solutions... ...commitment to integrity. A solid foundations in financial services and licenses is required, with CFP preferred. #J-18808-Ljbffr...Private client
$28.98 - $32.24 per hour
...years, it has delivered high‑quality and personalized caregiving services to people of all ages and individuals with developmental and... ...disabilities. Today, it provides caregiving services to more than 16,000 clients and employs more than 16,000 caregivers. By putting people...Work at office$105k - $135k
...Great Opportunity Own meaningful client relationships and serve as a trusted tax advisor, not just a compliance... ...improve quality, efficiency, and client service. Gain exposure to tax planning,... ...path toward Senior Manager, Director, and Partner for high performers....Work at officeImmediate start- Live Nation is seeking a highly motivated VIP Nation specialist to lead budgeting, logistics and fulfillment for VIP experiences. You will coordinate with agents, managers and tours to deliver premium packages and fan communications worldwide. This role requires leadership...Worldwide
- H&R Block, a leading tax services company, seeks a seasonal Tax Associate for in-person client service at a local office. You will gather information, prepare returns, and answer questions with training and support from day one, building client relationships and tax knowledge...Hourly paySeasonal workWork at officeLocal area
- H&R Block, Inc. is seeking a seasonal Tax Associate in Gardena, CA, to work in-person at a local tax office. You’ll gather information... ...you’ll receive instruction and guidance while building valuable client relationships and tax-know-how with a client-first approach. #J...Hourly paySeasonal workWork at officeLocal area
- ...strategies to grow and strengthen relationships with targeted client segments. This role leads clienteling initiatives, supports Sales... ...technology, including the Connect app. Identify clients for Private Client Relations programs and support high-value transactions and...Private clientWeekend workAfternoon shift
- Tax Director / Jr PartnerPosition OverviewWe are seeking a seasoned Tax Director / Jr Partner to lead complex tax engagements, deliver high... .... The successful candidate will be a trusted advisor to clients on cross-border and domestic tax matters, oversee tax accounting...Local area
$26.9 - $73.8 per hour
...them with the highest level of customer service. Open for more than 40 years, Burke Williams... ...appointments Listen to and deliver upon client requests Offer self-care tips upon... ...K Retirement Savings Plan Host your own private clients Tuition reimbursement* Master's...Private clientFull timePart timeLocal areaFlexible hoursShift workWeekend work$17.83 - $29.37 per hour
...Cash Management Specialist plays a critical role in enhancing the client experience through proactive fraud prevention, transaction verification, and high-touch service delivery. This role supports the Private and Commercial Bank and works closely with high-net-worth...Private clientWork at officeLocal areaRemote work- ...operating in the western region. Serving clients since 1959, SingerLewak has developed a reputation... ...consulting industry. Providing the services of a large firm with a blended... ...Responsibilities Performs technical tax review and approval of all tax returns and...Casual workLocal area
- ...operating in the western region. Serving clients since 1959, SingerLewak has developed a reputation... ...consulting industry. Providing the services of a large firm with a blended... ..., and timely preparation of all clients’ tax returns. The Manager makes decisions on all...Local area
$175k - $250k
...HNWI Client Advisor | Employee Equity, Unlimited PTO, and the Chance to Help Scale a Fast-Growing HNW Tax Platform This Jobot Job is hosted by: Emily Bohanon Salary: $175,000... ..., closely held businesses, real estate, private equity, venture capital, hedge funds, estates...For contractorsLocal areaRemote work$145k - $185k
...Law is a firm known to work with high-net-worth and high-profile clients who expect thoughtful, precise, and well-structured planning—... ...oriented firm committed to long‑term excellence, sophisticated client service, and building an enduring institution. This is an...Full timeWork at officeLocal areaRemote work$107.7k - $189.6k
...country and consistently recognized as a Great Place to Work , Cherry Bekaert delivers innovative advisory, assurance, and tax services to our clients. We foster a collaborative environment focused on career growth and continuous professional development. Our State and...Work experience placementLocal area- ...Tax Manager/Director Beverly Hills, California, United States The Opportunity We are seeking... ..., and the ability to manage complex client relationships. The ideal candidate... ...accuracy in tax preparation and advisory services. Qualifications Education:...Local areaImmediate start
- ...senior relationship professional to manage a portfolio of private business clients in Beverly Hills. You will lead negotiations, grow revenues... ...solutions. The role requires a deep knowledge of lending, deposit services, and cash management, along with strong relationship-...Private client
$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - Gardena, CA and Surrounding Areas Gardena, CA, United States Job Information... ...building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion...Private clientFull time$145k - $165k
Accounting Manager - CPA Firm - Client BookkeepingSalary: $145,000 - $165,000 per yearLocation: Torrance, CAPosted: November 10 2026Minimum... ...limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes.Bachelor’s...Work at officeRelocationRelocation package$16.65 - $20.55 per hour
H&R Block is seeking a Seasonal Tax Associate in California to meet with clients, gather information, prepare tax returns, and explain tax options. No prior... ...and grow in the role, while developing client service and problem-solving skills within a #J-18808-Ljbffr...Hourly paySeasonal workWork at officeLocal area$175k - $240k
...nationally. The firm is now standing up a separate affiliated tax entity so clients get seamless planning and compliance under one roof. They're looking for a Tax Director to lead that firm and grow it into a full-service tax offering for their clients. About the Role...Work at officeRemote work
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