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
$200k - $300k
...Experience Weaver is a full‑service national accounting, advisory... ...Weaver is looking for talented tax leaders at the Director level to join our growing firm! A Private Client Services Director provides... ...related field Proven ability to manage, mentor, and develop staff...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
- ...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...SuggestedWork at officeWork from homeFlexible hours
$88k - $120k
...Manager - Private Equity Fund Accounting Full-time Department: Client Services Type of Hire: Permanent We’re a leading Investor Services group offering end-to-end services... ...requirements while coordinating with auditors and tax teams. You’ll respond to client requests,...Private clientPermanent employmentFull timeWork at officeLocal areaWorldwide- ...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
$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$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$88k - $120k
Manager - Private Equity Fund Accounting Full-time Department: Client Services Type of Hire: Permanent We’re a leading Investor Services group offering end-to-end services... ...requirements while coordinating with auditors and tax teams. You’ll respond to client requests,...Private clientPermanent employmentFull timeWork at officeLocal areaWorldwide$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
...working in the United States and looking to service clients living in Canada? Come join our firm as... ...a specialized approach focused on our private clients. With a firm structure that... ...approach. You will report to your group manager whose previous experience in the role...Private clientWork at officeWork from home$112k - $150k
Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting... ...relevant tax experience and/or public accounting, private industry accounting or consulting/professional...Work at officeLocal area- J.P. Morgan Chase in Wealth Management is seeking a Private Client Investment Associate to provide client service, operational support, and administrative assistance to Private Client Advisors. The role includes facilitating account openings, money movements, and investment...Private client
$85k - $95k
...United States, come join us! About the Role As an Account Manager, you'll act as the primary liaison for existing groups, ensuring... ...through proactive relationship management. You'll attend client meetings across Texas, providing education and enrollment support...$33.45 - $40.47 per hour
...dedicated year-round Business Tax Experts in one of our TurboTax... ...Your primary focus will be full-service tax preparation for both... ...key role in growing TurboTax’s client base within the local community... ...environment independently while managing multiple priorities. Proficient...Local area- ...Are you a tax professional who enjoys preparing complex individual and entity tax returns... ...that thoughtful tax preparation and client service bring to high-net-worth individuals and... ...itemsDetermine service requirements and manage daily client activities applying problem...Work experience placementWork at officeLocal area
$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- ...Overview SNI Financial is recruiting an Indirect Tax Manager to join an exciting, high-growth company and a top-notch accounting team in McKinney, TX. This position reports to a Senior Tax Manager and will oversee transaction tax compliance and strategy, including managing...Full time
- ...of the nation’s leading audit, tax, and advisory firms, is looking for an Accounting Manager to join our team! The Accounting... ...for Oil & Gas Upstream accounting clients. The Accounting Manager will... ...providing exceptional, personalized service that reaches far beyond...Full timeLocal area
$124k - $335k
...SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob... ...& SummaryThe OpportunityAs an Asset & Wealth Management Tax Senior Manager, you will play a pivotal role in guiding clients through complex tax regulations, helping them...Full timeH1b- ...Client Services Representative Invest in your career with us! If you're looking for a job that... ...primarily responsible for working with The Private Wealth, Inc. officers and high net worth clients across the investment management delivery platform. This position may have...Work at office
- Financial Additions is seeking a Tax Manager to join a great firm located in Fort Worth. The position requires a CPA and offers a hybrid... ...and budget expectations, while keeping managers, partners, and clients informed of progress. Contribute to internal technical...
$90k - $105k
...Tax Manager We are a full-service public accounting firm that focuses on tax and audit and provides financial... ..., but with a focus on the firm's private equity and real estate tax services.... ...technologically progressive firm and clients primarily in the Dallas/Fort Worth...Work at officeImmediate start- ...one of the worlds top tax firms. Enjoy a collaborative... ...helping high-profile clients understand, analyze,... ...wealth planningBuild, manage, and expand relationships... ...delivering exceptional client service and identifying... ...collaboration across KPMG private, asset management, and...Work at officeLocal area
- ...Tax Manager/Senior Manager Our client, the largest regional CPA Firm in the South, is looking to double the size of their Fort Worth, TX office over... ...Responsibilities: Provide tax compliance, planning, and advisory services Proactively research existing and proposed tax law...
- Southland Industries seeks an experienced Project Manager to lead a project team on large complex initiatives, coaching and providing... ...and serving as the primary point of contact for the project and client. You will develop and execute project strategies with management...
$124k - $335k
The Opportunity As a State and Local Tax Financial Services Senior Manager, you will play a pivotal role in helping our clients navigate complex tax landscapes, focusing on business restructuring, new tax laws, and local tax developments. Within our Tax practice, you will...H1bLocal area- ...The Weaver Experience Weaver is a full-service national accounting, advisory and consulting... ...Weaver is looking for an International Tax Manager or Senior Manager to join their growing... .... The International Tax team assists clients in navigating global legislative developments...Flexible hours
$136.8k - $242k
...leading provider of professional services to the middle market globally... ...of change, empowering our clients and people to realize their... ...Oklahoma market by selling Audit/Tax/Consulting services to... ....e., joint venture partners, management companies, etc.) Support Partners...Full timeWork experience placementInternshipLocal areaNight shift- ...Real Estate Services Agent I At HDR, our employee-owners are fully... ...rights for public or private clients. Review appraisals and just... ...budget in support of Project Manager Coordinate closing/settlement... ...Ability to research County tax assessor data and to research...Private clientFull timeLocal areaRelocationFlexible hours
- ...Leadership: Develop and execute goals for the tax practice to enhance service quality and business growth. Complex Tax Planning: Advise clients on high-stakes issues such as M&A... ...coach, and evaluate the performance of managers and associates, fostering a culture of...Work at officeRemote work
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