Tax Managing Director | High Net Worth

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  CBIZ is honored to be the recipient of several national recognitions for 2023:    Best and Brightest Companies to Work for in the Nation Top Workplaces USA Top Workplaces – Financial Services IndustryBest and Brightest Companies in Wellness Great Place to Work Certification 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.Our two New England offices, located in Boston, MA and Providence, RI have more than 270 professionals. Our depth of resources and services are uniquely suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and family group clients. We are also proud of our strong company culture. In 2022, our offices were recognized by several local and national business journals as a Best Place to Work, including the Boston Globe, Boston’s Best and Brightest, Providence Business Journal, and Forbes.We are currently seeking an experienced Tax Managing Director (Partner) who will have the opportunity to co-lead our fast growing High Net Worth/Private Client Service Practice for the New England business unit.Essential Functions and Primary DutiesLead engagement team and directly interact with clients and family office personnel to ensure communication and coordination of timely serviceSuccessfully develop, nurture and manage client relationships by consistently providing clients timely and appropriate communication and services in relation to their needsBe viewed as trusted personal and business advisor by clientsDirect multiple engagements which include consulting, compliance, and tax planning servicesConsult with client service team to design, communicate and implement innovative planning ideas for clientsGuide and manage IRS and state auditsParticipate and actively contribute to new business development activities, including prospecting, networking and representing CBIZ at industry and related eventsDesign and deliver technical training on Individual related tax topicsRecruit, supervise, train, develop and motivate less experienced team membersPromote a team environment; demonstrate support of management decisions and builds a positive cultureContribute to management of internal tax department through committee membership and group leader responsibilitiesPerform other responsibilities as necessary Preferred QualificationsMaster’s degree in Taxation or Accounting strongly preferredComprehensive tax planning and consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulationDemonstrated success providing consultative service to high net worth individuals and familiesMarket leading technical expertise in individual taxation with a strong working knowledge of trust, estate and gift taxationAn ability to effectively present information and appropriately respond to questions from clients and team membersA track record of successful new business development experienceExcellent analytical, supervisory, organizational, and written and verbal communication skills necessaryExperience and continued interest in developing and mentoring junior team membersProficiency in MS Word, Outlook and Excel Minimum QualificationsBachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field10 years experience in public accounting or related field10 years supervisory experienceMust have CPA or equivalent certificationAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels or organization, both internally and externallyProven high level of business integrity, client service and leadership skillsMust be able to travel based on client and business needs The annual salary target for this job in this market is $200,000-$600,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.#LI-DE1#LI-Hybrid