Tax Manager - Private Client Services
$125k - $191kWeaver
Join to apply for the Tax Manager - Private Client Services role at Weaver 2 weeks ago Be among the first 25 applicants Join to apply for the Tax Manager - Private Client Services role at Weaver 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. #J-18808-Ljbffr Weaver
$125k - $191k
...Private Client Services Tax Manager 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...Private clientFlexible hours- EisnerAmper LLP is looking for a Tax Manager to join its Private Client Services (PCS) practice in Wisconsin. This role involves overseeing client engagements, managing staff, and reviewing complex tax returns while ensuring compliance with tax laws. The ideal candidate...Private clientPrivate practice
- Job Description EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. The role focuses on overseeing multiple client engagements, reviewing complex returns, managing staff, and conducting research. Strong leadership and professional development...Private clientPrivate practiceWork at officeLocal area
- Weaver in Fort Worth, Texas is seeking a talented Tax Director for Private Client Services to lead tax compliance and planning for high-net-worth individuals... ...of experience in federal tax compliance, capable of managing and mentoring staff while developing new business...Private clientFlexible hours
- 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...Private client
$103.1k - $214.9k
...serving the global financial services marketplace and the... ...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real Estate... ...providing dedicated tax technical services to both... ...EY's FSO EDGE Private practice provides comprehensive...Private clientFull timePrivate practiceSummer holidayLocal areaFlexible hours- ...autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a... ...in the industry. You will have the flexibility to manage your days in support of our commitment to work/life...Private clientLocal area
- ...Managing Director, Private Equity Client Coverage About the Company Prominent strategic advisory consultancy Industry Management Consulting Type Privately Held About the Role The Company is in search of a Director/Managing Director...Private client
- EisnerAmper LLP is hiring a Tax Senior Associate to join the Private Client Services (PCS) team in Wisconsin. This role involves tax compliance, planning, and consulting with a strong focus on client communication and team integration. The ideal candidate has a Bachelor...Private client
- ...autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a... ...in the industry. You will have the flexibility to manage your days in support of our commitment to work/life...Private clientLocal area
- ...Tax Senior Manager We are a full-service public accounting firm that focuses on tax and audit and provides financial... ...matters for the firm's business clients. With our technologically... ...include real estate, manufacturing, private equity, energy, among others. Qualifications...Work at officeWork from homeFlexible hours
- EY is seeking a Real Estate Tax Manager in Fort Worth, Texas, to manage complex tax issues and deliver exceptional advice to clients. You will analyze evolving tax operations and develop strategic plans to enhance clients' tax activities. The role requires a Bachelor’s...Flexible hours
$185k - $225k
...Description Job Description Tax Principal / Senior Tax Manager – Ultra High Net Worth (... ..., family offices, and privately held businesses with sophisticated... ...advisory, and consulting services. Our team is built on technical excellence, trusted client relationships, and a...Private clientFor contractorsPrivate practiceWork at officeImmediate startRemote work- ...Job Duties Manages a book of high net worth, ultra high net worth, and family office clients, acting with a high degree of independent... ...on all aspects of client service, marketing, and renewal... ...Cincinnati, Berkley One, and Private Client Select, required. ~...Private clientWork at officeLocal area
$113.15k - $270.02k
At KPMG, we are reimagining tax with you in mind. Become an integral part of a dynamic... ...a commitment to providing outstanding client service today, and tomorrow. You will be able to... ...currently seeking a SALT Direct Tax Senior Manager, Shared Services to join our Delivery...Work at officeLocal area$75k - $90k
...This role is responsible for helping clients with complex trading, servicing and relationship needs. Responsibilities Manages a book of high net worth, active self-directed clients... ...Qualifications Wealth management and private client experience Knowledge of the Enterprise...Private clientWork from homeShift workDay shift$60k - $90k
...the job poster from GemHarvest Executive Recruiting Client Services Associate Overview Boutique Wealth Management Firm in Dallas, TX serving high net worth clientele seeks a Client Services Associate to support Private Wealth Clients and Advisors by taking initiative in...Private clientFull time$10k
...United States with high-net-worth clients living in the UK? Come join... ...Investment Counselor to service a roster of high-net-worth clients... ...approach focused on our private clients. With a firm structure... ...You will report to your group manager whose previous experience in...Private clientWork experience placementWork at officeWork from home- Overview Sr. Associate, Client & Advisor Services role at Focus Financial Partners Location: Dallas,... ...contribute to one of the firm’s core business management teams. The Client Advisor Services... ...operating functions that support the Private Client Group. As a member of this...Private clientWork at office
$141k - $290k
Join to apply for the Tax Senior Manager - Corporate Tax role at Weaver 1 day ago Be among... ...Experience Weaver is a full-service national accounting, advisory and consulting... ..., multi-state businesses, private equity backed clients, large businesses and partnerships...Private clientFull timeFlexible hours- J.P. Morgan Chase is seeking a Private Client Investment Associate to provide client service, operational support and wealth-management assistance within Wealth Management. You will support Private Client Advisors in processing requests, enabling smooth account openings...Private client
$65k - $78k
...create a stronger, more innovative environment for our employees, clients, and communities. With us, you can always bring your full self... ...say about their experience working at Circana. You will manage a key established account as fully dedicated client-facing support...Local areaFlexible hoursShift work3 days per week- ...past 6+ consecutive years by Accounting Today. The clients we work with range from Professional Services, Real Estate, Non-Profit, Financial Services, Construction... ...development. We are seeking an experienced Senior Tax Manager to join our team. This is an opportunity to work...Work at officeFlexible hours
- ...deeply embedded foundation of longstanding values and a strong culture of service. To continue delivering seamless, consistent, and client-centric experiences, the Bank Client Service Associate Manager supports daily teller operations while providing leadership, coaching,...Work experience placementWork at office
- ...presents an opportunity to positively impact our clients and people. Talented and ambitious... ...experience.What We Do and Who We ServeWe offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth...Full timeWork at officeRemote work
- ...at a scale that works for our clients, with highly experienced... ...interdisciplinary expertise and portfolio management. Primarily responsible for... ...relationship and customer service associates The duties listed... ...with at least seven years in private banking preferred Required:...Private clientImmediate startDay shift
$90k - $100k
...we specialize in helping our clients navigate the complex landscape... ...to deliver exceptional service to our clients. Dynamic and Diverse... ...us, let talk about you! As a Private Client Advisor you’ll be an... ...Collaborate with Relationship Managers (RMs) to deliver a world‑class...Private clientWork at officeFlexible hours- ...Fort Worth, TX is seeking a Commercial Lines Account Manager. This role focuses on account management and client relations, requiring 1-2 years of commercial... ...Producers and Account Executives, ensuring excellent service and satisfaction for assigned clients. Candidates...Full time
$150k - $200k
...Worth, TX area is looking to add a HNW Senior Tax Manager or Principal to their team. This stable and growing firm offers its clients valuable knowledge and expertise in tax.... ...utilize firm technology to enhance client service HNW Senior Tax Manager/Principal Compensation...Full time- First Command is seeking a Wealth Portfolio Manager in the Fort Worth, TX area to... ...manage high net worth portfolios and develop client relationships. You will design and implement... ...reports, and stay informed on market trends. #J-18808-Ljbffr First-Command-Financial-Services
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