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Tax Manager - Financial Services

The 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 a Tax Manager to play a major role on our Investment Funds Services team. This individual will be responsible for providing tax compliance and advisory services for investment partnerships and related management entities. They will act as a lead team member on our multi-disciplinary team helping to provide financial service knowledge and experience while building and managing client relationships.Education And Skills• Bachelor’s degree in Accounting or related field or J.D., LL.M. in Taxation• Master's in Taxation (MST) from an accredited college/university is preferred• CPA with 5 to 8+ years of experience in investment partnership tax, including preparation of allocation schedules, Schedules K-1, Forms 1065 and related other related schedules• Working knowledge of alternative investment vehicles and structures, including hedge funds and private equity funds• Proven ability to manage, mentor and develop staff• Strong relationship management and practice development skillsWeaver 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. Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan. Learn more here – Weaver benefits. 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!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.Annual Base Pay Range in California and the New York City Metropolitan Area: $125,000 to $170,000Exact compensation may vary based on skills, experience, and location.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 ByLeaning 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.What’s next? Interested applicants should apply directly to the job posting. 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.
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What You Should Know About Tax Manager - Financial Services, Weaver

Are you ready to take your career to the next level as a Tax Manager at Weaver in beautiful Manhattan Beach, CA? At Weaver, a full-service national accounting, advisory, and consulting firm, we're committed to creating a diverse and collaborative workplace culture where our team members can thrive. As a Tax Manager, you'll play a vital role in our Investment Funds Services team, focusing on providing tax compliance and advisory services for investment partnerships and their management entities. Your expertise will help shape financial strategies while fostering and managing lasting client relationships. If you hold a Bachelor's degree in Accounting or a related field, or you have a J.D. or LL.M. in Taxation, then you're on the right path! With 5 to 8+ years of experience in investment partnership tax and a CPA license under your belt, you're ready to mentor and guide other staff members in this dynamic position. Weaver values its employees deeply, offering competitive health and wellness benefits, flexible time off, and comprehensive professional development opportunities including in-house CPE programs. We’re not just numbers; we’re people who support one another in achieving both professional and personal success. If you’re eager to be part of a firm that empowers its leaders and celebrates individual strengths, we invite you to explore this opportunity with us. Join Weaver and help us make a positive impact today!

Frequently Asked Questions (FAQs) for Tax Manager - Financial Services Role at Weaver
What are the key responsibilities of a Tax Manager at Weaver?

As a Tax Manager at Weaver, you will primarily focus on providing tax compliance and advisory services for investment partnerships. This involves preparing allocation schedules, Schedules K-1, Form 1065, and facilitating strong relationships with clients. You will also lead multidisciplinary teams, leveraging your financial services expertise.

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What qualifications do I need to become a Tax Manager at Weaver?

To qualify for a Tax Manager position at Weaver, you should have at least a Bachelor's degree in Accounting or a relevant field, or a J.D. or LL.M. in Taxation. A Master’s in Taxation (MST) is preferred. Additionally, you’ll need a CPA and 5 to 8+ years of experience in investment partnership tax compliance.

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How does Weaver support professional development for Tax Managers?

Weaver prides itself on investing in its team members' growth through various professional development opportunities. As a Tax Manager, you'll have access to in-house CPE, management and leadership training, as well as other resources focused on both technical and personal development to help you excel in your career.

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What is the work environment like for a Tax Manager at Weaver?

At Weaver, we promote a positive, inclusive, and collaborative work environment. As a Tax Manager, you will engage with like-minded professionals who are passionate about their work and are dedicated to delivering exceptional service while maintaining a healthy work-life balance.

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What is the salary range for a Tax Manager at Weaver in Manhattan Beach?

The annual base pay range for a Tax Manager at Weaver in California, including the New York City Metropolitan Area, is between $125,000 to $170,000. Exact compensation may vary based on your skills, experience, and the specifics of the role.

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Common Interview Questions for Tax Manager - Financial Services
Can you describe your experience with investment partnership tax compliance?

When answering this question, highlight your direct experience with investment partnerships, detailing your familiarity with preparing Forms 1065, Schedules K-1, and allocation schedules. Share specific examples of how you ensured compliance and managed client expectations.

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How do you approach relationship management with clients?

Emphasize the importance of communication and trust in relationship management. Share techniques you use to understand client needs and how you ensure you're providing valuable insights that boost clients' confidence in your work.

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What strategies do you use for mentoring and developing staff?

Discuss your mentoring philosophy and provide examples of how you've guided less experienced colleagues. Talk about your approach to feedback, training sessions, or creating development plans that align team goals with individual employee ambitions.

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Describe your understanding of alternative investment vehicles.

Showcase your knowledge of different alternative investment vehicles like hedge funds and private equity funds. Relate any relevant experience you've had working with these structures and how you’ve navigated their specific tax implications.

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How do you handle tight deadlines and multiple client demands?

Discuss your time management skills and how you prioritize tasks. Share an example of a time you effectively balanced workload and met deadlines while maintaining quality service to multiple clients.

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What role do you think technology plays in modern tax compliance?

Express an understanding of how technology can streamline tax processes. Discuss any specific software or tools you’ve used in previous positions and how they aided in achieving tax compliance objectives.

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Can you provide an example of a challenging tax issue you resolved?

Use the STAR method (Situation, Task, Action, Result) to outline a specific tax-related challenge. Explain how you tackled the issue, the steps you took, and the outcome to highlight your problem-solving abilities.

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What motivates you in your work as a Tax Manager?

Discuss your passion for tax compliance and advisory services, as well as your enjoyment of client interactions. Share how helping clients navigate their tax obligations gives you a sense of accomplishment.

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How do you stay updated on tax law changes?

Talk about the resources you utilize to remain informed about tax legislation. Mention any professional organizations, publications, or continuing education courses you engage in to ensure your knowledge remains current.

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What do you consider your greatest success in your tax career?

Share a specific achievement that showcases your skills as a Tax Manager. Whether it’s a challenging project completed on time, a successful client relationship cultivated, or innovative strategies you introduced, make sure to articulate why this success matters to you.

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At Weaver, we care about success. But it’s not just our firm’s or our clients’ success that matters to us. Without the heartfelt engagement of our employees, those two things wouldn’t be possible. That’s why we’re passionate about bringing togethe...

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Full-time, on-site
DATE POSTED
December 8, 2024

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