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 Industry
• Best 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.

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 Duties

• 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 build 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 regulations.
• 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 required; Master's degree preferred in Accounting, Taxation or related field.
• 10 years experience in public accounting or related field.
• 10 years supervisory experience.
• Must have 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.

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.