Find Your Dream Career

About the Organization The organization is a professional accounting and advisory firm that provides comprehensive financial services to businesses and organizations. The firm offers tax services, outsourced accounting, payroll and CFO support, financial statement preparation, reporting, and business advisory services. With a focus on personalized client service, financial expertise, and practical business insights, the organization helps clients make informed financial decisions and navigate an evolving business environment. Position Summary The Tax Manager will be responsible for managing client assignments and projects while delivering high-quality tax services. This position requires strong technical tax knowledge, leadership capabilities, excellent communication skills, project management abilities, and strong client relationship skills. The Manager will work closely with partners, clients, and tax/accounting professionals to ensure assignments are completed accurately, efficiently, and within established deadlines. Key Responsibilities Review tax returns for: Corporate Partnership Individual Trusts & Estates Gift Tax Private Foundations Prepare and review year-end tax projections. Analyze tax planning strategies and present recommendations to clients. Research and support tax return positions. Research and develop tax planning strategies. Manage staff assignments, training, coaching, and development. Plan, organize, and manage multiple projects and resources. Track project schedules and due dates. Develop and maintain long-term client relationships. Serve as a bridge between clients, staff, and partners. Develop and improve processes and procedures to maintain quality, efficiency, and consistency. Ensure staff understand and properly follow established procedures. Ensure projects and tax returns are accurate, complete, well-documented, and client-ready before partner review. Maintain organized files, project records, notes, and task tracking. Lead by example and help staff prioritize work and meet deadlines. Anticipate project issues, evaluate alternatives, and take appropriate action to resolve them. Manage assignment budgets and profitability. Identify opportunities for additional value-added services and cross-selling. Support recruitment, business development, retention, and firm-wide initiatives. Develop functional specialization and/or industry expertise. Share knowledge and actively support team development. Coach and mentor less experienced team members. Key Success Factors Strong business acumen Strong technical tax knowledge and skills Project management capabilities Team leadership and coaching skills Strong client relationship skills Excellent communication Strong organization and attention to detail Ability to manage multiple priorities and deadlines Qualifications & Experience Bachelor's degree in Accounting, Finance, or a related field. Active CPA license required. Strong technical tax experience. Demonstrated leadership and management experience. Experience reviewing multiple types of tax returns. Strong tax research, planning, and projection experience. Experience training and developing staff. Strong client-facing and relationship management experience. Strong project management and organizational skills. Ability to lead, motivate, and coach teams. Strong understanding of professional services and client needs. Key Performance Indicators Assignments completed within established timeframes and budgets. High level of client satisfaction. Business development and cross-selling results. Team satisfaction and development. Participation in firm-wide recruitment, business development, and retention initiatives. Benefits 401(k): Employer matches up to 4% of the employee's elective deferral. New employees become eligible to participate beginning the first month after 60 days of employment. Paid Time Off: 15 days per year, increasing to 20 days after four years with the firm. Restrictions may apply from November 30 through April 30. Paid Holidays: New Year's Day, April 16th, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Friday after Thanksgiving, and Christmas Day. Health Insurance: Employer pays 100% of the premium for the employee's high-deductible health insurance coverage eligible for HSA participation, effective the first day of the calendar month coinciding with or following completion of 30 consecutive days of active employment. Life Insurance: $50,000 group term life insurance is provided. Disability Insurance: Long-term and short-term disability insurance is provided based on compensation. Cafeteria Plan: Available for dental insurance, family health insurance, and HSA funding. HSA Funding: Employer provides a 50% match up to $25 per pay period. License & Professional Dues: Employer pays annual Missouri CPA license renewal, PTIN renewal fees, MOCPA membership dues, and AICPA membership for Managers and above. CPE: Employer pays for continuing education required to maintain the CPA license.

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 Tax Manager with Real Estate experience to join our growing firm. A Real Estate Tax Manager provides federal tax compliance and planning services to Weaver's Real Estate clients. They will develop advanced knowledge in this niche, while training and mentoring other staff members in this area. A Weaver Tax Manager works closely with firm leadership and plays a key role in business development and team development. To be successful in this role, the following qualifications are required: Bachelor's degree in Accounting CPA with 5 + years of experience in public accounting A thorough understanding of individual, partnership, S-Corp, C-Corp returns, research and general business planning knowledge Technical expertise in tax planning and execution for Real Estate clients Additionally, The Following Qualifications Are Preferred Master's degree in Accounting or related field Proven ability to manage, mentor and develop staff Strong relationship management and practice development skills Ability to attract and service new clients and expand services to existing clients Weaver Compensation 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 $125,000 to $191,000 in the New York and California 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 L eaning into the experience of exploring new ideas for each individual's growth as a leader. E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities. A dapting to the transformation that takes place as a result of participating in the program. D eveloping 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. What's next? 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.

Location: Los Angeles, Akron, Charleston, Cleveland, Columbus, Des Moines, Detroit, Grand Rapids, Indiannapolis, Kansas City, Milwaukee, Minneapolis, Pittsburgh, St. Louis, Toledo, Portland, Sacramento, Salt Lake City, San Francisco, San Jose, San Mateo, Seattle, Denver, Honolulu, Irvine, Las Vegas, Phoenix, San Diego At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Will you shape the future or will the future shape you? The opportunity Our Wealth Tax Advisory Practice is a rapidly growing and dynamic team, serving premier families and their enterprises across the U.S. and globally. We provide bespoke wealth advisory services, including estate planning, structuring, and transactional advisory, to some of the most influential clients. As we continue to expand, we are looking for a Manager to join our team and work on key engagements, mentor junior professionals, and further deepen client relationships. As a Manager in Private Tax, you will be at the forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. You'll advise on matters involving family, business entities, and private wealth management, including High Net Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions, and cross-border multijurisdictional families. Key responsibilities include: Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. Supporting clients in wealth transfer, succession planning, and governance strategies. Navigating the unique challenges of multijurisdictional families and cross-border tax matters Your Key Responsibilities The core purpose of this role is to effectively manage and deliver one or more processes, solutions, and projects, with a strong focus on quality and risk management. You will be responsible for continuous process improvement, identifying innovative solutions through research and analysis, and applying best practices. The role offers the opportunity to guide and supervise professional employees or others to deliver complex technical initiatives, with accountability for performance and results. You'll apply your depth of expertise to interpret internal and external issues, recommend quality solutions, and meet performance objectives and metrics in client service, risk management, sales, and business growth. Regular travel may be required to meet client needs, and you'll actively participate in client working sessions on a daily basis Work on wealth advisory engagements, including sophisticated tax planning and structuring advice, including complex estate, trust and gift tax returns to high-net-worth clients and family offices. Researching tax issues to develop effective tax planning strategies Communicating complex tax issues to non-tax professionals and clients Managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel Identifying and reacting to risks and opportunities to improve our services and processes Skills And Attributes For Success Success in this role will be driven by your ability to manage complex projects, deliver high-quality solutions, and lead teams with broad visibility. Your analytical skills, commercial acumen, and ability to drive outcomes will set you apart. Demonstrated ability to manage and deliver processes, solutions, and projects while maintaining a focus on quality and risk management. Experience in continuous process improvement and identification of innovative solutions through research and analysis. Proven ability to guide and supervise others to deliver complex technical initiatives, with accountability for performance and results. Depth of expertise in interpreting internal and external issues to recommend quality solutions. Track record of meeting performance objectives and metrics in client service, risk management, sales, and business growth. To qualify for the role you must have A bachelor's degree in a related field, supported by tax, business or financial planning experience CPA certification or membership in The Bar Typically, no less than 4 - 6 years relevant experience. A thorough understanding of estate and wealth planning Experience with federal and state personal and trust taxation Experience with flow through entities (S-Corps, Partnerships, LLC's) A thorough understanding of automated tax processing systems A commitment to continuing your learning Willingness to travel as needed Specialized Skills: Tax Compliance and Reporting Requirements Data Analysis and Interpretation Multijurisdictional Corporate and Personal Tax Structures Organizational and Taxation Structure Design Accounting Principles and Standards Tax Research and Analysis Tax Memo, Report, and Letter Writing Application and Tool Analysis Building and managing relationships Leading teams Ideally you will also have A proven record in a professional services environment Experience in coaching and mentoring junior colleagues Experience leading workstream delivery and tracking project status. Ability to implement resource plans and budgets for complex initiatives. Experience managing engagement economics and identifying opportunities for additional services. Exposure to leading RFP responses and participating in client working sessions. What We Look For We seek top performers who are passionate about delivering high-quality solutions, thrive in dynamic environments, and demonstrate strong leadership and analytical skills. The ideal candidate is adaptable, commercially minded, and committed to continuous learning and innovation What We Offer You At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $106,500 to $195,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $127,700 to $221,700. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Tax Manager will lead trust tax compliance activities supporting our Delaware corporate trustee operations catering to personal trust and high net worth trust settlors. This role is responsible for the preparation and oversight of trust federal, state, and local tax returns, while serving as a trusted resource to Trust Officers, Wealth Advisors, Portfolio Managers, clients, and other tax professionals. This role operates with a high degree of independence and collaboration, requiring sound judgment, strong problem-solving skills, and the ability to make informed decisions related to tax compliance, operational processes, and client service. The Tax Manager will partner closely with business leaders and stakeholders while helping shape the future direction of the Delaware Trust Tax Services function. This is an exciting opportunity to lead a growing Delaware Trust Tax Services team and help shape the future of the organization's trust tax operations. The successful candidate will be instrumental in building the foundation of the function, developing efficient processes, optimizing workflows, and leveraging technology to create a scalable and industry-leading trust tax operation. Job Responsibilities: Apply federal, state, and local tax laws to ensure all tax compliance and filing requirements are timely completed for assigned clients, which will primarily be the Bryn Mawr Trust Company of Delaware, a limited purpose trust company established in Delaware. Manage relationships with Trust Officers and Financial Advisors. Lead and manage the Delaware Trust Tax Services team. Respond to and resolve notices received from federal, state, and local taxing authorities. Stay current with tax law changes and their application to assigned accounts. Experience working with a Corporate Trustee, Trust Company, Wealth Management firm, or related fiduciary environment. Experience leading tax operations, process improvements, and team development initiatives. Provide coaching, guidance, and technical expertise to team members. Oversee workload planning, prioritization, and quality control to ensure service excellence and compliance standards are achieved. Perform additional responsibilities as required. Support the mission, strategy, and values of Bryn Mawr Trust. Minimum Qualifications: Bachelor's degree in Accounting, Finance, Business, or a related field. Masters in taxation or LLM preferred. Minimum of 10 years of relevant tax experience. Professional tax credential such as CPA, EA, or JD. Strong knowledge of complex federal, state, and local tax regulations. Experience with international trust and FATCA. Experience in Nevada trust taxation preferred. Ability to interpret and apply IRS code requirements to account transactions. Excellent technology skills with the ability to operate effectively across multiple systems and platforms. Demonstrated ability to build relationships, collaborate across teams, and effectively manage stakeholder interactions. WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States. Salary Range: $92,869.00 - $152,569.00 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/ WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Job Type Full-time Description NKSFB, LLC is the largest business management firm in the country, with more than 650 employees working from seven offices in the Los Angeles and New York City area. We work alongside the world's top artists in music, film, and television, as well as athletes, executives, entrepreneurs, and other high achievers, offering a sophisticated range of concierge-style services to meet their lifestyle management needs. Your Role The Tax team in Westwood is hiring the next Tax Manager to join our dynamic group of tax professionals. This position will lead the team responsible for completing all client tax returns. This position owns assigned client engagements end-to-end, managing team members, client relationships, and deadlines, while identifying technical tax issues that require Partner-level attention. The selected candidate will maintain a strong rapport with our clients and serve as a liaison between staff and Partners. This position will oversee various tax initiatives and tax planning strategies, to ensure our client's tax returns are in compliance and thoroughly completed. This position will inspire and lead our tax professionals, all while performing the following duties: What Will You Do Own assigned client engagements, managing team members, client relationships, and deadlines. Review partnership, individual and trust tax returns and tax projections, including numerous multi-state returns. Step into return preparation directly when engagement needs require it. Correspond with state and federal government agencies relating to client tax notifications received. Provide guidance and support to tax staff and other team members with relevant tax and software questions. Assist with document gathering efforts for state and federal audits. Identify and research tax issues applicable to client transactions. Mentor staff towards the achievement of internal and personal goals. Attend client meetings with Partners to help build and manage client relationships. Work extended hours as needed. Other related duties as assigned. What Do You Need To Succeed Bachelor's degree in accounting, or related business field (3.0 GPA or better). Certified Public Accountant or Enrolled Agent required. 5+ years of experience leading a team of tax professionals. 7+ years of related tax experience at a public accounting firm/or family office. In-depth knowledge of tax concepts and regulations related to individuals, C corporations, S corporations, partnerships, estates, and trusts. Strong working knowledge of tax return workflow and ability to adapt. Ability to identify, analyze and resolve issues, perform research, and demonstrate critical thinking to implement tax advice related to new legislation and planning. Ability to pay attention to detail, have excellent organization skills and ability to perform under deadlines. Proficiency with CCH Axcess, preferred. Understanding of Generally Accepted Accounting Principles. Competency in Microsoft applications including Word, Excel and Outlook. Strong verbal and written communication skills a must. Exceptional interpersonal skills. Friendly and professional demeanor. Ability to work well with a team and pitch in when needed. Physical Requirements All NKSFB positions work in a typical, indoor office environment. The salary range for this role is $130,000 - $160,000 and represents the firm's good faith and reasonable estimate of the range of possible compensation at the time of posting. Actual compensation will be dependent upon several factors, including but not limited to, the candidate's relevant experience, qualifications, and location. What We Offer: NKSFB is proud to provide a generous range of benefits and rewards designed to support the well-being, security, and overall satisfaction of our employees. As part of our team, you can look forward to: Accrue 20 PTO days annually, giving you time to rest and recharge. A 401(k) plan with quarterly employer match contributions, when eligible, to help you build your financial future. Ten paid holidays each year, plus one extra floating holiday for added flexibility. Summer work hours, to allow you to leave work early on designated dates. Hybrid work schedules, if applicable, to increase commute convenience. Comprehensive medical, dental, and vision coverage to support your health and wellness. Access to Flexible Spending Accounts to help manage eligible healthcare and dependent care expenses. Basic Life and AD&D insurance for added peace of mind. Voluntary Life and AD&D coverage for additional protection. Long-term Disability benefits to support you during unexpected challenges. Voluntary Critical Illness, Cancer, Hospital Indemnity, and Accident coverage for expanded financial security. Wellness activities to promote awareness of the importance of your health across all aspects of your life. Pet insurance options so your furry family members are covered too. The job duties listed are typical examples of the essential duties performed by employees in this job classification and are not a comprehensive inventory of all of the role's duties, tasks, and responsibilities. Employees will be asked to perform other duties. NKSFB, LLC is an Equal Opportunity Employer and is committed to diversity and inclusion. If you're a qualified candidate with a disability and you need a reasonable accommodation in order to apply for this position, please contact us at staffing@nksfb.com . W e collect your personal information when you apply for employment at NKSFB, LLC. To learn more about our data privacy practices, please view our Employee Privacy Policy. #zr

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM's dedicated Family Office Enterprise (FOE) practice helps define and sustain a family's vision across their family office, operating business and investment structures. We seek to understand the goals of ultra-high net worth families with our customized and integrated Cross-Line of Business services, technology and insights. We meet our clients where they are along their wealth journey and assist to provide solutions across the family office lifecycle. From creation to transformation, we take a holistic approach to governance, family education, risk management, privacy/data security and technology outsourcing Our Community Of Professionals Is Focused On Your Success. As Part Of The Team, You Will Have The Following To Support You In Your Professional Journey Exposure to strategic tax planning, business advisory and compliance work A customized well-defined career path to match your professional goals Access to specialized trainings and programs, cutting edge technology, annual goal setting, performance advisors and coaches with real time feedback for developmental growth Job Duties As a Tax Manager you will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service: Advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation. This includes the planning and execution of client tax engagements Collaborate with RSM specialists regarding estate and gift planning and taxation, state and local taxation and international taxation Provide leadership, training and career mentorship to staff and supervisor level team members Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service Basic Qualifications Bachelor's degree - preferably in accounting or business-related field One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements Minimum of 5 years of experience working in public accounting or a family office with an emphasis on taxation. Most recent years should include experience in managing client engagements Proficient in at least one area: entity, individual and fiduciary taxation; with an understanding of complex investments and the related tax implications Familiar with multi-state taxation Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously Preferred Qualifications Experience with private client or business taxation with a desire to grow skills in the private client family office arena Experience working with family office clients or experience working in a family office Experience with gift and estate taxation At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits. All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $95,400 - $180,400 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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 Tax Manager with Real Estate experience to join our growing firm. A Real Estate Tax Manager provides federal tax compliance and planning services to Weaver's Real Estate clients. They will develop advanced knowledge in this niche, while training and mentoring other staff members in this area. A Weaver Tax Manager works closely with firm leadership and plays a key role in business development and team development. To be successful in this role, the following qualifications are required: Bachelor's degree in Accounting CPA with 5 + years of experience in public accounting A thorough understanding of individual, partnership, S-Corp, C-Corp returns, research and general business planning knowledge Technical expertise in tax planning and execution for Real Estate clients Additionally, The Following Qualifications Are Preferred Master's degree in Accounting or related field Proven ability to manage, mentor and develop staff Strong relationship management and practice development skills Ability to attract and service new clients and expand services to existing clients Weaver Compensation 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 $125,000 to $191,000 in the New York and California 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 L eaning into the experience of exploring new ideas for each individual's growth as a leader. E ngaging the coaching mindset at work with new ways of thinking about challenges and opportunities. A dapting to the transformation that takes place as a result of participating in the program. D eveloping 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. What's next? 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.

Description Chiampou Travis Besaw & Kershner ( CTBK ) is a locally owned and operated full-service accounting firm based in Amherst, NY. With over 150 talented professionals on our team, we provide businesses and high net worth individuals with assurance, accounting, tax, and business consulting services. Our clients come from a variety of industries, including manufacturing/distribution, construction, real estate, not-for-profit, healthcare, and professional services. At CTBK, we prioritize delivering professional services that exceed our clients' expectations while creating a positive and nurturing work environment for our employees. We are committed to helping our staff grow and develop successful and rewarding careers, providing challenging opportunities for personal and professional growth. As a member of the management team, this position leads the delivery of international tax services to clients. Responsibilities include advising on complex international tax matters, developing tax planning strategies, managing U.S. and foreign compliance requirements, supervising and mentoring staff, reviewing work product, and collaborating with partners and other practice areas to deliver outstanding client service and solutions. Duties And Responsibilities Manage and oversee international tax compliance engagements for 1040 and 1120 clients including preparation and review of: Forms 5471, 5472, 8865, 8858, 1118, 8992, 8993, 926, and other international information returns Foreign tax credit calculations GILTI, Subpart F, and other international tax provisions International components of federal and state income tax returns Federal tax elections under IRC Section 962, 7701(b), 6013 (g), 6013 (h), and other various code sections Advise clients on international tax matters including: Cross-border entity structures Foreign investments and acquisitions Repatriation strategies Transfer pricing considerations Treaty analysis and withholding tax issues U.S. taxation of inbound and outbound transactions Research complex tax issues and prepare technical memoranda and client communications. Monitor changes in U.S. and international tax laws and assess client impacts. Identify tax-saving opportunities and potential risks for clients. Review work prepared by senior associates and staff accountants for accuracy and completeness. Required Skills Must be able to work necessary hours, including required OT around client deadlines Analytical and problem solver Teach, guide and mentor team members Exhibit a consistent positive and professional attitude Ability to manage, lead and effectively delegate to other team members Ability to work independently and manage multiple deadlines Detail oriented, thorough with excellent organizational skills Identify issues, perform tax research, and draw conclusions Prepare and review complex tax projections and tax returns Excellent organizational skills Strong writing and verbal communication skills Required Education And Experience Bachelor's degree in Accounting, or related field required. Master's Degree in accounting or taxation preferred. Have 5 plus years of accounting experience Active CPA or EA license Pay Starting at $100,000 to $110,000 based on experience For more information about our Firm explore our website at CTBK.com as well as view our Firm video. CTBK is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. CTBK makes hiring decisions based solely on qualifications, merit, and business needs at the time.

About Our Team EFPR, a Springline company, is a regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart. This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore. About The Role As a Tax Manager on the Tax and Business Services team, you will oversee tax compliance, planning, and advisory engagements while serving as a trusted resource to clients. You will lead and develop team members, resolve complex tax matters, manage engagement performance, and identify opportunities to support clients' broader business goals. What You'll Do Serve as the primary client contact, build trusted relationships, and provide strategic tax planning and business consulting guidance. Oversee tax reporting, planning, and compliance engagements, including the review of income, sales, payroll, corporate, pass-through, partnership, and other applicable tax returns. Conduct top-level review of tax returns, resolve technical issues with clients, and involve specialists when appropriate. Monitor changing federal, state, and local tax laws to support compliance and identify opportunities to minimize clients' tax and reporting burdens. Lead, mentor, and develop tax and business services professionals through delegation, training, guidance, and actionable performance feedback. Analyze financial statements and advise clients on business strategy, financial planning, risk management, and opportunities for improvement. Identify opportunities to expand client relationships through cross-selling, proposals, and recommendations for additional services. Monitor engagement progress, budgets, billing, and out-of-scope activity while keeping clients and firm leadership informed. Determine when tax research is needed, clearly frame technical issues, and communicate concise written analysis and advice. Maintain the highest standards of quality, confidentiality, professional ethics, and firm compliance. About You Bachelor's degree in accounting is required; Master's degree in accounting is preferred. Five to eight years of recent public accounting experience, including prior supervisory experience. CPA license or active progress toward licensure is preferred. Strong candidates with relevant experience may be considered without current CPA pursuit. Experience with corporate taxation, consolidations, partnerships, individual taxation, corporate pass-through entities, and state and local tax is preferred. Demonstrated ability to develop and manage tax professionals, delegate effectively, and provide clear verbal and written feedback. Executive presence and experience acting as a primary client contact, including presenting tax issues, recommendations, and resolutions. Strong analytical, research, critical-thinking, decision-making, and written tax advisory skills. Experience with tax research databases and tax compliance software. ProSystem fx experience is preferred, but systems training is available. Proficiency with Microsoft Office, including Excel, Word, PowerPoint, and Outlook, as well as Adobe Acrobat. Ability to manage multiple clients, deadlines, budgets, and priorities while maintaining quality and accuracy. Why Join Us We're growing rapidly and constantly evolving, allowing our team members to share their unique perspectives, solve new challenges, and own their careers. We're committed to supporting your happiness, health, and overall well-being by providing comprehensive benefits and perks, including: Flexible Work Environment: With EFPR's 2080 Annual Hours Policy for accounting professionals, combined with our Flex Policy and competitive compensation and benefits package, EFPR remains a destination employer. This flexibility allows you to balance your work and personal life while contributing to an exciting vision and team. Dynamic and Innovative Work: An opportunity to play a critical role within a rapidly growing firm with a supportive and collaborative culture. Growth Opportunities: A dynamic and supportive environment where your contributions will directly impact the firm's growth and success and allow you to share in the rewards. Collaborative Culture: A team-oriented culture that values innovation, entrepreneurial spirit, and a growth mindset. Competitive Compensation: A comprehensive salary and benefits package, including performance-based incentives and growth opportunities. EFPR, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Estimated Salary Range: $105,000 - $125,000. This salary range is a good faith estimate based on the responsibilities of the role and typical market data across multiple U.S. geographies. Actual pay will depend on the candidate's location, depth of experience, specialized skills, and overall qualifications.

ABOUT OUR CLIENT Our Client is a long-standing local CPA firm with an outstanding reputation in the middle market. Known for its fantastic culture and commitment to work-life balance, the firm serves a diverse client base of privately held and private equity–backed companies. In addition to a strong tax practice, they offer audit, accounting, and consulting services, providing a full spectrum of support to their clients. ABOUT THE ROLE The Tax Manager will lead multiple client engagements, oversee compliance and planning across individual, corporate, partnership, and trust taxation, and play an active role in mentoring team members. This role is ideal for a proven professional with strong technical tax expertise and management skills who wants to work in a supportive, team-oriented environment while contributing to the continued growth of the firm's tax practice. RESPONSIBILITIES Manage multiple client engagements simultaneously, ensuring accuracy and timeliness. Maintain strong client relationships through clear, proactive communication. Supervise, review, and sign off on complex tax returns for individuals, corporations, trusts, and partnerships. Mentor and develop junior professionals, providing both technical and professional guidance. Conduct research and planning projects, delivering solutions to client tax issues. Support practice development efforts and contribute to the firm's reputation for excellence. QUALIFICATIONS CPA designation (required). Minimum of 5 years of recent tax experience in public accounting. Strong technical knowledge of individual, corporate, partnership, and trust taxation. Excellent written and verbal communication skills. Demonstrated ability to manage people and multiple projects effectively. High level of professionalism, accountability, and interpersonal skills. Relationship management and practice development experience.

Job Summary The Direct/Income Tax Manager will play a critical role by supporting the annual and ongoing goals and objectives of the tax function. This individual will be part of a dynamic and forward-thinking Finance organization that values innovation and continuous growth. As Direct/Income Tax Manager, you will play a critical role in driving income tax compliance, accounting and reporting, forecasting, strategy, and analysis, and managing a professional team to communicate complex tax insights effectively. This position partners closely with senior leadership within the Tax team and others throughout CDW and offers an excellent opportunity to make a significant impact on our organization's growth and success. What You'll Do Lead a team of tax professionals in administering the US income tax compliance, audits, planning, forecasting, and accounting processes. Manage the global income tax compliance calendar to ensure timely and accurate filings. Propose and enable strategies for reducing the corporate tax burden for direct taxes and its accounting impact. Provide performance management, training, and guidance to the Direct Tax team members and empower their professional development by building the bench for succession planning, growth, and scalability. Assist tax management in maintaining current relationships with external consultants as well as the relationships with other finance and business operations teams with whom we collaborate. Manage the preparation of and perform the initial review of income tax and franchise tax compliance. Compliance includes but is not limited to, the federal and state consolidated returns and workpapers, separate state tax returns and workpapers, the quarterly estimate calculations, and the annual extension calculations. Assist tax management in annual global transfer pricing computations and benchmarking, preparation of annual contemporaneous documentation and disclosures, and strategic modeling. Prepare/review quarterly and annual tax provision components, including book-tax differences and tax footnote disclosures. Review effective tax rate calculations and cash tax projections for financial planning and forecasting purposes. Coordinate federal and state income tax audits, prepare and review responses to audit inquiries, and communicate audit progression to management. Research tax issues and communicate conclusions and recommendations to management through written technical memos. Monitor new and pending US tax legislation and determine the potential impact to CDW. Adhere to internal controls and coordinate documentation evidencing internal controls have been followed. What We Expect Of You Bachelor's degree and 5+ years of relevant tax experience, preferably with the progression of increased responsibilities (Global, Corporate Tax, and/or Public Accounting environment) with 2+ years of leading others, directly or indirectly. Strong knowledge of the accounting for income tax rules under ASC 740 and a good working knowledge of US GAAP accounting. Apply a continuous improvement mindset to transform provision and compliance cycles or enhance data quality using AI enabled tools, Power BI, or Alteryx. Strong financial acumen and excellent verbal and written communication skills with the ability to interact effectively with internal and external stakeholders, including senior leadership. Strong analytical, problem-solving, and research skills. Interest in learning GILTI, FTC, FDII, and BEAT rules developed under the TCJA, as well as the demonstration of learning agility with unfamiliar topics and the ability to connect concepts across tax disciplines. Demonstrated experience in working in a fast-paced environment. Strategic mindset and the ability to think critically, attack obstacles, and drive change. Demonstrated ability to successfully coach coworkers and build high performing/highly engaged teams. Strong project management skills described as balancing multiple priorities simultaneously with the ability to adapt to the changing needs of the business while paying attention to detail and meeting deadlines. Build and maintain collaborative cross-functional working relationships. Intermediate level of proficiency in Microsoft Office applications. Pay range: $ 114,000 - $ 158,800 depending on experience and skill set A Benefits overview: https://cdw.benefit-info.com/ Salary ranges may be subject to geographic differentials annual bonus target of 10% subject to terms and conditions of plan CDW is committed to being an AI-fluent organization As a leader, you will champion and be accountable for our vision of becoming an AI-fluent organization. We expect leaders to model curiosity, encourage responsible AI adoption, and foster a culture of continuous learning. You don't need deep technical expertise, but you should be comfortable exploring how AI can enhance strategy, decision-making, and team performance. Your role includes guiding others in building confidence and capability with AI tools and practices, while promoting openness to experimentation and shared learning. Additionally, CDW is committed to fostering an equitable, transparent, and respectful hiring process for all applicants. During our application process, our goal is to understand your experience, strengths, skills, and qualifications. As an AI forward company, we see AI not just as a tool, but as a catalyst for new ways of thinking, creating, and communicating. We encourage candidates to embrace an AI mindset, one that's curious, adaptive, and ready to explore what's possible. We welcome thoughtful use of AI to expand your perspective and elevate how you share your story, while ensuring your application remains rooted in your own background, judgment, and voice. About Us CDW is a Fortune 500 technology solutions provider that helps businesses, government, education, and healthcare organizations achieve what's possible through technology. What makes CDW different isn't just what we do—it's how we do it. At CDW we act as one—building trust, speaking candidly, and working together to achieve more. We play to win—focusing on what matters most and delivering for our customers. And we think forward—staying curious, moving fast, and continuously learning. We believe meaningful work happens when people feel supported, heard, and empowered to contribute. That's why we think of ourselves as coworkers, not just employees—working together to solve complex challenges and deliver real impact for our customers and communities. As a full‑stack, full‑lifecycle technology partner, CDW brings deep expertise, strong relationships, and broad industry knowledge to help turn ideas into outcomes. When you join CDW, you become part of a collaborative environment where your work matters, your growth is supported, and your contributions help shape what's next. Together, we deliver the full promise of what technology can do. Together, we Make Amazing Happen. CDW is an equal opportunity employer. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status or any other basis prohibited by state and local law.

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. RSM's dedicated Family Office Enterprise (FOE) practice helps define and sustain a family's vision across their family office, operating business and investment structures. We seek to understand the goals of ultra-high net worth families with our customized and integrated Cross-Line of Business services, technology and insights. We meet our clients where they are along their wealth journey and assist to provide solutions across the family office lifecycle. From creation to transformation, we take a holistic approach to governance, family education, risk management, privacy/data security and technology outsourcing Our Community Of Professionals Is Focused On Your Success. As Part Of The Team, You Will Have The Following To Support You In Your Professional Journey Exposure to strategic tax planning, business advisory and compliance work A customized well-defined career path to match your professional goals Access to specialized trainings and programs, cutting edge technology, annual goal setting, performance advisors and coaches with real time feedback for developmental growth Job Duties As a Tax Manager you will be responsible for the following job duties which are focused around your technical expertise and ability to work on a collaborative team to deliver excellent client service: Advise single-family, multi-family and virtual-family office clients and multi-generational families on a full spectrum of tax services including structuring and modeling, succession planning, wealth transfer planning and tax compliance Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift / estate taxation. This includes the planning and execution of client tax engagements Collaborate with RSM specialists regarding estate and gift planning and taxation, state and local taxation and international taxation Provide leadership, training and career mentorship to staff and supervisor level team members Drive and collaborate with senior leadership on growth opportunities with existing clients and prospects Develop and sustain strong relationships with clients and other professional advisors through a commitment to outstanding client service Basic Qualifications Bachelor's degree in accounting or business-related field One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements. Minimum of 5 years of experience working in public accounting or a family office with an emphasis on taxation. Most recent years should include experience in managing client engagements Proficient in at least one area: entity, individual and fiduciary taxation; with an understanding of complex investments and the related tax implications Familiar with multi-state taxation Strong communication skills (written and verbal) with the ability to work in a collaborative team and handle multiple tasks simultaneously Preferred Qualifications Experience with private client or business taxation with a desire to grow skills in the private client family office arena Experience working with family office clients or experience working in a family office Experience with gift and estate taxation At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits. All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $95,400 - $180,400 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.