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
- EY EDGE is a leading tax-focused practice within EY's Financial Services Organization, serving US and global clients across Banking, Wealth, Insurance, and more. This role offers... ...a focus on specialized tax services for privately held companies and owners. We provide support...Private clientFlexible hours
$200k - $300k
...Experience Weaver is a full-service national accounting, advisory... ...is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides federal... ...field Proven ability to manage, mentor, and develop staff...Private clientImmediate startFlexible 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
$127.9k - $291.9k
...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 clientPrivate practiceSummer holidayLocal areaFlexible hours- CLA is seeking a Tax Director or Manager to join our Texas Tax practice in Fort Worth. You will lead tax engagements, advise clients on succession and tax planning, and mentor a high-performing team. CPA is required; JD/EA may substitute CPA. We offer a culture that fosters...Suggested
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- ...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 for Private...Private client
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$10k
...provided roster of high-net-worth clients. Since 1995, Fisher... ...specialized approach focused on our private clients. With a firm... ...separation of sales and client service, you don't have to wear the "... ...You will report to your group manager whose previous experience in...Private clientWork experience placementWork at officeWork from home$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$10k
...are looking for a sales focused role! As a Private Client Adviser - Inside Sales, you will engage over... ...team that provides sales support, client service, marketing, research and more. You will report to the Inside Sales Manager who will make sure you have the training and...Private clientWork at office$100k - $239.4k
...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment... ...development. Our Core Tax Services ( team is seeking a Senior Tax Manager to support our Texas market on a hybrid schedule (average...Work experience placementWork at officeLocal area3 days per week- Morgan Stanley is seeking a Wealth Management Analyst to support Financial Advisors and Private Wealth Advisors in client service, portfolio tooling, and planning tasks. The role includes managing meetings, reporting, and assisting in digital marketing and research activities...Private client
- A boutique wealth management firm in the Dallas-Fort Worth Metroplex seeks a Client Services Associate to support Private Wealth Clients and Advisors. Responsibilities include planning support, meeting preparation, and maintaining financial plans. This role requires a Bachelor...Private client
- ...Tax Manager (***some flex on title) Location: The role is fully remote, though they would... ...is comfortable traveling for the rare client meetings in the Myrtle Beach, SC area,... ...financial advisors, planners, and client service professionals to deliver integrated tax...Remote workFlexible hours
$45k
...Opening: Insurance and Financial Services Position - State Farm Agent... ...'s Mission Is To Help People Manage The Risks Of Everyday Life,... ...Representative Representative, Client Services - September 2025 (... ...58,240.00 1 month ago Senior Private Client Relationship Manager Fort...Private clientHourly payFull timeFor contractorsDay shift- CLA is a top 10 national professional services firm seeking a Tax Principal or Signing Director to join our San Antonio, TX Private Industry Tax Team, focusing on S-Corps, Partnerships... .../Signing Director will provide high-level client advisory, leadership, and service delivery...
$150k - $190k
...more. Base pay range $150,000.00/yr - $190,000.00/yr Title: Sr. Tax Manager Location: Onsite in Fort Worth, TX We are seeking a talented... ...member for tax compliance and tax planning for some of the firm’s clients. Key Responsibilities Review and sign off on federal and state...Full timeRemote work- CLA, CliftonLarsonAllen LLP, seeks an Audit Manager or Director to join the North Texas Team in the Dallas or Fort Worth area. You will plan, supervise, and manage all phases of audits for client engagements, ensuring quality and value delivery. The role requires a CPA,...Night shift
- CLA is seeking a Tax Principal or Signing Director to lead a team of tax professionals in Texas, overseeing M&D/AFB client work and providing senior advisory service. You will review engagements, sign tax returns, develop new business, and mentor staff to deliver accurate...
$83.7k - $123.1k
...Bekaert, we deliver innovative advisory, assurance, and tax services ( that help our clients move forward with confidence. As we continue to grow, including... ...and tax-related responsibilities as assigned by managers Communicate effectively with managers, partners, and...Work experience placementLocal area- ...Head of Client Services About the Company Digital service firm managing client relationships, project delivery, and account growth Industry Marketing and Advertising Type Privately Held About the Role The Company is in search of a Head of Client...
- Prestonwood Pregnancy Center in Fort Worth seeks a full-time administrative coordinator to support client services and volunteer programs. The role focuses on mentoring client advocate volunteers, offering crisis support, and coordinating resources for clients in need....Full time
$90k - $150k
...Tax Manager A well-established and growing Public Accounting firm is seeking an experienced Tax Manager to join its collaborative... ...known for delivering exceptional tax expertise and personalized client service, and offers a stable environment with long-term growth...$150k - $250k
...National Tax Senior Manager – Quality Assurance & Risk Management (Remote) A nationally recognized CPA firm is seeking a National Tax Senior... ...across the organization. Rather than managing a client book of business, this individual will work closely with firm...Remote work- ...Tax Manager As a Tax Manager at this firm, you will play a crucial role in overseeing and managing our clients' tax matters. You will be responsible for providing expert tax advice, ensuring... ...in tax law, accounting, and client service. Key Responsibilities:...Local area
- ...We are seeking an Accounting Manager focused on tax to add to our team. Join us as we live out our... ...communities as a trusted partner in meeting our clients’ unique needs while working as a part... ...role in delivering high-quality tax services to our clients. This position is...Temporary workLive outWork at officeLocal areaMonday to FridayFlexible hours
- ...Job Description Job Description Client Service Associate | Fort Worth, TX 76104 Love working with people, staying organized, and getting the details right? Join a growing private wealth management firm as a Client Service Associate and build a real career in financial...
- A leading fiduciary wealth management firm is seeking a Senior Associate for the Client & Advisor Services team in Dallas, TX. The role involves supporting new client relationships, maintaining client information, and facilitating various operational processes. Ideal candidates...
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