Talent.com
Tax Managing Director | Private Client Services
Tax Managing Director | Private Client ServicesCBIZ • Boston, MA, United States
Tax Managing Director | Private Client Services

Tax Managing Director | Private Client Services

CBIZ • Boston, MA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Tax Managing Director | Private Client Services

Be among the first 25 applicants.

Get AI-powered advice on this job and more exclusive features.

Location : Boston, MA | Salary : $240,000-$280,000 | Posted : 20 hours ago

Responsibilities

  • Lead engagement team and directly interact with clients and family office personnel to ensure communication and coordination of timely service
  • Successfully develop, nurture and manage client relationships by consistently providing clients timely and appropriate communication and services in relation to their needs
  • Be viewed as trusted personal and business advisor by clients
  • Direct multiple engagements which include consulting, compliance, and tax planning services
  • Consult with client service team to design, communicate and implement innovative planning ideas for clients
  • Guide and manage IRS and state audits
  • Participate and actively contribute to new business development activities, including prospecting, networking and representing CBIZ at industry and related events
  • Design and deliver technical training on Individual related tax topics
  • Recruit, supervise, train, develop and motivate less experienced team members
  • Promote a team environment; demonstrate support of management decisions and builds a positive culture
  • Contribute to management of internal tax department through committee membership and group leader responsibilities
  • Perform other responsibilities as necessary

Preferred Qualifications

  • Master’s degree in Taxation or Accounting strongly preferred
  • Comprehensive tax planning and consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulation
  • Demonstrated success providing consultative service to high-net-worth individuals and families
  • Market leading technical expertise in individual taxation with a strong working knowledge of trust, estate and gift taxation
  • An ability to effectively present information and appropriately respond to questions from clients and team members
  • A track record of successful new business development experience
  • Excellent analytical, supervisory, organizational, and written and verbal communication skills necessary
  • Experience and continued interest in developing and mentoring junior team members
  • Proficiency in MS Word, Outlook and Excel

    • Minimum Qualifications

  • Bachelor’s degree
  • 10 years of experience in public accounting or related field
  • 10 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proven high level of business integrity, client service and leadership skills
  • Must be able to travel based on client and business needs

    • About Us

    CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

    Job Details

    Seniority level : Director

    Employment type : Full-time

    Job function : Business Development and Sales

    Industries : Business Consulting and Services

    #J-18808-Ljbffr

    [job_alerts.create_a_job]

    Tax Director • Boston, MA, United States

    [internal_linking.related_jobs]
    Investment Managing Director, Private Client

    Investment Managing Director, Private Client

    Cambridge Associates LLC. • Boston, MA, US
    [job_card.full_time]
    Investment Managing Director, Private Client page is loaded## Investment Managing Director, Private Clientlocations : Londontime type : Full timeposted on : Posted 8 Days Agojob requisition id : ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Private Client Tax Director

    Senior Private Client Tax Director

    EisnerAmper • Boston, MA, United States
    [job_card.full_time]
    A prominent accounting firm is seeking a Senior Tax Manager to oversee tax services for high net-worth clients in Boston. The ideal candidate will excel in individual and trust taxation, has extensi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Tax

    Director, Tax

    Snyk Ltd. • Boston, MA, United States
    [job_card.full_time]
    Privacy Information • •We and our partners are using tracking technologies to process personal data in order to improve your experience. You may always exercise your consumer right to opt-out.For deta...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Private Partnership Solutions (PPS) - Tax Manager

    Private Partnership Solutions (PPS) - Tax Manager

    PwC • Boston, MA, United States
    [job_card.full_time]
    A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operatio...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager - Private Client Services

    Tax Manager - Private Client Services

    Baker Newman Noyes • Boston, MA, United States
    [job_card.full_time]
    Baker Newman Noyes (BNN) is a top 100 tax, assurance, and advisory firm in the U.Best of Accounting™ recognition for superior client service. BNN was founded to create opportunity for our employees,...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Tax Director

    Tax Director

    Compound • Boston, MA, United States
    [job_card.full_time]
    Compound Planning is a digital family office and tech-enabled RIA managing more than $4 billion for high‑net‑worth founders, early employees, executives, professionals, and families.The firm combin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Director - Private Client Services

    Tax Director - Private Client Services

    Jobot • Boston, MA, US
    [job_card.full_time]
    This Jobot Job is hosted by : Albert Simons.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary : $170,000 - $200,000 per year.Are you someone who prefe...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Tax

    Director, Tax

    Snyk • Boston, MA, US
    [job_card.full_time]
    We're looking for an entrepreneurial and driven individual to join us as our Director of Tax to support Snyk's growth.This person will manage a Tax Compliance Manager, report to the Chief Accountin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager, Global Mobility

    Tax Manager, Global Mobility

    KPMG • Boston, MA, United States
    [job_card.full_time]
    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms.Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive ne...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Global Corporate Tax Strategy

    Director, Global Corporate Tax Strategy

    BNY • Boston, MA, US
    [job_card.full_time]
    A leading global financial services firm is seeking a Director, Corporate Tax, to ensure compliance with U.The ideal candidate will have extensive knowledge of tax regulations, possess strong analy...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Corporate Tax Director

    Corporate Tax Director

    RGH-Global Ltd • Boston, MA, US
    [job_card.full_time]
    Position : Corporate Tax DirectorLocation : East Midlands (Hybrid 2 days in the office)Role : PermanentSalary : Negotiable (Plus Benefits)Hours : Full TimeAnnual Leave : 27 DaysStart : ASAPOur client is o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Tax

    Director of Tax

    Attivo Partners • Boston, MA, US
    [job_card.full_time] +1
    Join the Rapidly Growing Team at Attivo Partners!.Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Director, Corporate Transaction Tax

    Senior Director, Corporate Transaction Tax

    Alvarez & Marsal • Boston, MA, US
    [job_card.full_time] +1
    Senior Director, Corporate Transaction Tax Join to apply for the Senior Director, Corporate Transaction Tax role at Alvarez & Marsal Senior Director, Corporate Transaction Tax 2 weeks ago ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior / Manager / Senior Manager / Director Asset Management

    Tax Senior / Manager / Senior Manager / Director Asset Management

    Catalyst Labs, LLC • Boston, MA, United States
    [job_card.full_time]
    About the job Tax Senior / Manager / Senior Manager / Director Asset Management.Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e. Jersey, Guernsey, Isle of Man).We...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager - Private Client Services

    Tax Manager - Private Client Services

    Andersen • Boston, MA, United States
    [job_card.full_time]
    We encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests.You may submit up to two active applications at a time.Please consider your loca...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Private Wealth Services Tax Manager

    Private Wealth Services Tax Manager

    Grant Thornton • Boston, MA, United States
    [job_card.full_time]
    As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Director / Manager : Lead Engagements & Client Impact

    Tax Director / Manager : Lead Engagements & Client Impact

    CliftonLarsonAllen • Andover, MA, United States
    [job_card.full_time]
    A top professional services firm is seeking a Tax Director or Tax Manager for its Massachusetts Tax practice.The role involves consulting on tax planning, leading engagements, and reviewing complex...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Director, Tax

    Director, Tax

    Pathstone • Boston, MA, United States
    [job_card.full_time]
    The Atlanta office is looking for a Tax Director to lead the financial affairs of high‑net‑worth families, ensuring their tax, financial, personal, and business needs are met in a timely and accura...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]