Weaver Announces Tax Services Restructure and Leadership Changes

Houston-based Weaver (FY18 net revenue of $127.1 million) has restructured and expanded its tax services to enhance the firm’s ability to deliver specialized services and greater value to clients. The restructuring also expands the opportunities for employees to develop their leadership and specialized technical skills.

Effective June 1, Weaver’s tax practice includes three groups: business tax services, private client services and investment fund services. Sean Muller is the COO for all tax services. Business tax services is now led by two partners: Clint Siddons, promoted to PIC for the North Texas region; and Robert Henry, promoted to PIC for the South Texas region. For the private client services group, Elizabeth Bunk was promoted to PIC for the South Texas region and Justin Reeves to PIC for the North Texas region. For the investment fund services group, Lisa Head was promoted to PIC of investment fund tax services. Working with Mark Watson, PIC of tax quality and risk management (QRM), are Sam Wren, promoted to the PIC of business tax QRM, and Laura Roman, promoted to a new role as the PIC of tax education.

“Recently, we’ve added several new partners and practices such as our investment fund group,” says Muller. “We have seen a significant increase in value from placing more focus on tax work for private equity and other alternative investment funds, as well as their portfolio companies. Growth in this sector helps us enhance the technical expertise of our team members and provide more insightful service to these niche clients.”

“This opportunity allows us to work with all of our partners and staff to take our tax service line to new heights,” Muller continued. “Together, we will deliver new value to our current and future tax clients. I look forward to what the future holds for the firm and the tax practice.”

The business tax services group focuses on compliance and consulting for public companies; private equity portfolio companies and large companies.

Weaver’s private client services group captures the majority of the firm’s current tax clients, focusing on individuals and small to mid-size businesses. They will provide tax compliance and consulting as well as estate, gift and trust tax services.

Weaver’s investment fund services group focuses on compliance and consulting for hedge funds, venture capital funds and private equity funds.