Key Responsibilities
Partner Tax Compliance Leadership
Manage end-to-end tax compliance process for Weaver partner individual tax returns.
Supervise, mentor, and develop associates and senior associates supporting the partner tax compliance process
Coordinate workflow between US teams and India-based tax specialists.
Monitor project status, budgets, workloads and deadlines to ensure timely delivery during busy season.
Technical Review
Perform first-level technical review of complex federal and state individual income tax returns prepared by associates and senior associates.
Identify technical issues and provide guidance to team members regarding federal and state tax matters.
Internal Tax Operations Support
Review reports, schedules, and supporting workpapers for the firms partnership, state, and other tax filings.
Assist with special projects and process improvement initiatives related to Internal Tax Operations.
Seasonal Client Service Support
During non-peak partner compliance periods,
assist the Private Client Services teams serving high-net-worth individual clients.
To be successful in this role, the following qualifications are required:
Bachelor’s degree in accounting or related field
CPA with 5+ years of experience in federal tax compliance, planning and consulting at a public accounting firm with a focus on high-net-worth individuals, partnerships, and closely held businesses
Experience reviewing complex Forms 1040 returns, partnership and flow-through reporting, and supervising tax compliance workflows within a public accounting setting
Strong written and verbal communication skills with the ability to collaborate across global teams
Additionally, the following qualifications are preferred:
Master’s degree in accounting or related field
Experience with multi-state tax compliance
Proven ability to manage, mentor and develop staff
Experience working with US-based public accounting firms in a global delivery setting
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