CBIZ
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Tax Managing Director | High Net Worth
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CBIZ 3 days ago Be among the first 25 applicants Join to apply for the
Tax Managing Director | High Net Worth
role at
CBIZ Get AI-powered advice on this job and more exclusive features. FS216
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. Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Job Code:
FS216
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.
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 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 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 an 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 or 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 - $450,000. 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.
CBIZ.Jobs Category: Tax
REASONABLE ACCOMMODATION
If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to
EQUAL OPPORTUNITY EMPLOYER
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
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Tax Managing Director | High Net Worth
role at
CBIZ 3 days ago Be among the first 25 applicants Join to apply for the
Tax Managing Director | High Net Worth
role at
CBIZ Get AI-powered advice on this job and more exclusive features. FS216
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. Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Job Code:
FS216
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.
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 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 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 an 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 or 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 - $450,000. 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.
CBIZ.Jobs Category: Tax
REASONABLE ACCOMMODATION
If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to
EQUAL OPPORTUNITY EMPLOYER
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Seniority level
Seniority level Director Employment type
Employment type Full-time Job function
Job function Business Development and Sales Industries Business Consulting and Services Referrals increase your chances of interviewing at CBIZ by 2x Sign in to set job alerts for “Managing Director” roles.
Lowell, MA $200,000.00-$225,000.00 1 week ago Strategy and Business Development Lead (Vice President or Senior Vice President level)
Vice President, FSP Operational and Commercial Strategy
Boston, MA $172,261.00-$179,000.00 8 hours ago Boston, MA $190,000.00-$215,000.00 3 hours ago Assistant Vice President, Client Strategy
Boston, MA $172,261.00-$179,000.00 2 days ago Senior Vice President, Client Service Executive
Everett, MA $122,000.00-$200,000.00 9 hours ago Senior Vice President - Chief Product Roadmap Officer
Origination: Senior Principal (Vice President or Sr. Vice President Level)
Senior Director/Vice President, Technical Development
Vice President, Global Consumer Insights
Vice President, Industrials & Manufacturing
Senior Vice President, Enrollment Technology and Systems
Boston, MA $75,000.00-$105,000.00 1 month ago Private Equity Senior Associate / Vice President - Deal Sourcing / Partnership Development
Senior Vice President, AI Enablement Product Manager
Vice President, CMC Technical Development
Senior Vice President / General Manager, Operating Unit Lead - Professional Services
Boston, MA $370,000.00-$461,000.00 4 days ago Vice President or Senior Vice President, Clinical Development Operations
Cambridge, MA $60,000.00-$75,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr