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Tax Senior Associate or Supervisor - Private Client Services

Job in Bethesda, Montgomery County, Maryland, 20811, USA
Listing for: Weaver
Full Time position
Listed on 2026-01-12
Job specializations:
  • Accounting
    Tax Accountant, Senior Accountant, Public Accounting, Tax Manager
  • Finance & Banking
    Tax Accountant, Tax Manager
Salary/Wage Range or Industry Benchmark: 90000 - 143000 USD Yearly USD 90000.00 143000.00 YEAR
Job Description & How to Apply Below
Tax Senior Associate or Supervisor - Private Client Services

Join to apply for the Tax Senior Associate or Supervisor - Private Client Services role at Weaver.

About Weaver

Weaver is a full-service national accounting, advisory, and consulting firm committed to fostering a diverse, collaborative, and entrepreneurial workplace culture. Our leaders prioritize the well-being of our employees and support their professional and personal growth.

Position Overview

Our Private Client Services (PCS) team is seeking a Tax Senior Associate or Supervisor to help clients manage and preserve their personal wealth. Responsibilities include tax planning and preparation, entity structuring, wealth preservation, family succession consulting, and family office services.

Key Responsibilities
  • Plan, prepare, and deliver client work independently or with limited supervision.
  • Manage multiple assignments of varying complexity.
  • Communicate effectively with team members and clients.
Required Qualifications
  • Bachelor’s degree in Accounting or related field.
  • CPA or CPA candidate.
  • 2-4+ years of experience in public accounting.
  • Experience with federal tax returns for high-net-worth individuals, trusts, estates, and closely-held businesses.
  • Familiarity with Quick Books, CCH Axcess, CCH Engagement, or similar software.
Preferred Qualifications
  • Master’s degree in Accounting or related field.
  • Ability to mentor and develop less experienced staff.
Compensation and Benefits

Estimated salary range: $90,000 - $143,000, depending on experience and location. Benefits include health insurance, 401(k), flexible time off, sick leave, holidays, and learning opportunities.

Additional Information

Weaver values diversity and is an equal opportunity employer. Interested applicants should apply directly to the job posting with their most recent resume. This role is part of our Employee Referral Program.

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Position Requirements
10+ Years work experience
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