Jake Birnbaum

Tax Manager - Investment Funds

Jake Birnbaum, CPA, has a diverse professional background in accounting and management, currently serving as a Tax Manager for Investment Funds at Weaver since August 2025, following a role as Tax Supervisor in the same department from December 2024 to July 2025. Prior to joining Weaver, Jake gained extensive experience at EisnerAmper, where positions included Senior and Staff roles from August 2021 to November 2024. Early career experiences included a role as a Sales Representative at MarketSource Inc. from September 2017 to September 2018, and a position as a Summer Camp Counselor at the Boys & Girls Club in 2016. Jake holds a Bachelor of Business Administration in Accounting and Business/Management from California Polytechnic State University-San Luis Obispo, complemented by a summer study abroad program at Imperial College London in 2017.

Location

Dallas, United States

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