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.
$110k - $145k
...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists that... ...State & Local tax, R&D Tax Credit, as well as International and Private Client services. This Tax Supervisor role will be based out of our...Private clientFull timeLocal area$95k - $160k
...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists that... ...State & Local tax, R&D Tax Credit, as well as International and Private Client services. This Founders & Tech Executive Tax Supervisor role...Private clientFull timeLocal area$185k - $220k
...Tax ManagerSingerLewak is a Top 100 accounting and consulting firm primarily operating in the western region. Serving clients since 1959, SingerLewak has developed a reputation for excellence... ...consulting industry. Providing the services of a large firm with a blended...SuggestedCasual workWork at officeLocal area$184k - $214k
...Tax Manager SingerLewak is a top accounting and consulting firm primarily operating in the western region. Serving clients since 1959, SingerLewak has developed a reputation for excellence... ...consulting industry. Providing the services of a large firm with a blended...SuggestedCasual workLocal area$144k - $184k
...Tax Manager SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western region. Serving clients since 1959, SingerLewak has developed a reputation for excellence... ...industry. Providing the services of a large firm with a blended environment...SuggestedLocal area- ...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
$150k - $200k
...You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists that... ...State & Local tax, R&D Tax Credit, as well as International and Private Client services. As aFounders & Tech Executive Tax Managerbased out...Private clientFull timeWork at officeLocal area- TAX DIRECTORWell established, highly profitable regional CPA firm seeks a Tax Director to add to their growing staff. We offer a very reasonable... ...both SEC and closely held clients to work on across diverse... ...all task related to client service and sees that assignments are...Casual workWork at office
- JPMorgan Chase & Co. in California seeks a Private Client Advisor to deliver comprehensive financial planning and personalized investment... ...while upholding the bank’s commitment to integrity and client service. You will support a dynamic wealth management team, work with...Private client
- ...Capital Management LLC in Walnut Creek, CA, seeks an Associate | Client Services & Office Operations to support advisors and ensure a smooth,... ...while delivering comprehensive wealth services to private clients. You will manage client inquiries, onboard new clients...Private clientWork at office
- ...individuals, closely held businesses, and entrepreneurial clients. Our team values technical excellence, collaboration, and delivering personalized service that helps clients navigate complex financial and tax matters with confidence. With a supportive leadership team...Local area
$110k - $140k
...Hybrid Sr. Tax Accountant | Woodland Hills, CA | $110-140k This Jobot Job is hosted by:... ...closely held businesses, and entrepreneurial clients. Our team values technical excellence, collaboration, and delivering personalized service that helps clients navigate complex...Local area- JPMorgan Chase & Co. in Thousand Oaks seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance for individuals and families, from savers to high-net-worth clients. You will build deep...Private client
$28.42 - $76.84 per hour
...them with the highest level of customer service. Open for more than 40 years, Burke Williams... ...Listen to and deliver upon client requests Offer self-care tips upon completion... ...Retirement Savings Plan ~ Host your own private clients ~ Tuition reimbursement* ~ Master...Private clientPart timeLocal areaFlexible hoursShift workWeekend work$10k
OverviewLooking to elevate your career beyond traditional tax compliance? This opportunity offers the chance to advise high-net-worth individuals, trusts, estates, and closely held businesses while playing a key role in tax planning and long-term wealth strategies.You'll...Work at office- ...goals. EisnerAmper is seeking a Tax Director to to help lead and expand... ...serving sophisticated real estate clients, providing technical guidance... ...client relationships and service offerings Basic... ...UPREIT Structures Real Estate Private Equity Funds (REPE) Private Investment...Local area
- ...for an experienced senior manager to lead a dedicated service team handling a group of several large clients. The role requires deep technical accounting... ...are being followed. Review financial statements, tax returns, cash flow reports, other financial reporting...Temporary work
- ...regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll... ...limited to individual taxation, corporate taxation and related tax structures, sales taxes and property & business taxes.Bachelor’s...Work at office
$105k - $210k
...:Withum’s Auditing and Attest Engagement services are the cornerstone of our firm. Withum’s... ...agreed upon audit procedures to a variety of client sizes and industries. This Industrial and... ...preferredExperience working with Private Equity-backed companies is a plusExceptional...Full timeLocal area$90k - $120k
About the CompanyOur client is a boutique CPA firm based in Thousand Oaks, CA, serving high-net-worth individuals and closely held businesses through tax compliance, planning, and advisory services. The firm is known for professionalism, responsiveness, and personalized...Full time- Accounting Manager Well established, highly profitable regional CPA firm seeks an Accounting Manager to specialize in client accounting, including full charge bookkeeping, trial balance, payroll, KPI reporting, etc. for diverse, exciting clients.
$40.86 - $47.12 per hour
...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... ...Performs diversified accounting, auditing, and tax assignments under the direction of supervisor...Hourly payCasual workLocal area$69k - $75k
Description Job Type: Full Time Area of Interest: Private Client Company Description One Capital Management, LLC (“OCM”), is a leading global... ...management firm that offers diversified wealth management services to private clients, endowments and foundations, investment...Private clientFull timeWork at officeFlexible hours$85.5k - $108.42k
...focus on one industry sector and further become an expert for your clients? If yes, consider joining Baker Tilly US (BT) as an Audit... ...advisor delivering industry-focused audit and other assurance services to middle market clients. As one of the fastest growing firms in...- TAX MANAGERWell established, highly profitable regional CPA firm seeks a Tax Manager to... ..., a choice of both SEC and closely held clients to work on across diverse industry groups... ...clients.Performs all tasks related to client service and sees that assignments are...
- TAX SENIOR / SUPERVISORWell established, highly profitable regional CPA firm seeks a Tax Senior to add to their growing staff. We offer... ...accounting principles to verify accuracy and validity of client’s financial matters.Prepares complicated tax returns and returns...Work from home
- Tax Senior ManagerWell established, highly profitable regional CPA firm seeks a Tax Senior Manager to add to their growing staff... ...delegates to the various tax preparers as deemed necessary.Assumes client service responsibility for clients the Tax Senior Manager works...Casual workWork at officeWork from home
- Tax Senior ManagerA well-established and highly profitable regional CPA firm is seeking a Senior Tax Manager to join their expanding... ...charge of large tax returns and delegate tasks as needed.Manage client relationships directly or through delegated responsibilities.Oversee...Work at officeRemote workFlexible hours
$163.4k - $222.6k
...player‑coach role — you will lead complex client engagements end-to-end while mentoring... ...one. Provide ongoing support to Managed Services clients post go-live, including system optimization... ...LLC and its subsidiary entities provide tax, advisory, and business consulting...Full timeContract workLocal areaFlexible hours- J.P. Morgan Chase, a leading financial services firm, seeks a Private Client Advisor within Chase Wealth Management. You will provide comprehensive financial planning and invested guidance to individuals and families, building trusted relationships and delivering tailored...Private client
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