Tax Director | Private Client Services

• Locations 53 State Street, 17th Floor, Boston, MA, 02109, US One Citizens Plaza, FL 9, Providence, RI, 02903, US (Hybrid)
• Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section.
• Base Range $170,000 - $350,000

• Client Management
  • Serve as the primary point of contact for high-net-worth clients.
  • Build and maintain strong client relationships, understanding their financial goals and objectives.
  • Provide personalized tax planning and advisory services tailored to the unique needs of each client.
• Tax Planning and Strategy
  • Develop and implement comprehensive tax strategies for high net worth individuals and families.
  • Stay current on changes in tax laws and regulations to ensure compliance and maximize tax efficiency.
  • Advise clients on wealth preservation, estate planning, and other tax-related matters.
• Manage and lead a team of tax professionals, including tax managers, senior tax consultants, and other staff.
• Provide guidance, mentorship, and support to team members.
• Oversee the workflow and ensure timely and accurate delivery of tax services.
• Compliance
  • Ensure that tax returns, including Personal, fiduciary, foundation, gift and estate as well as related documents are prepared accurately and filed on time.
  • Navigate the complexities of each of their individual tax strategies, challenges and provide solutions.
  • Review complex tax returns and financial statements.
    
    Coordinate with other departments to gather necessary information for tax compliance.
• Business Development
  • Identify opportunities to expand the firm’s high net worth tax practice.
  • Participate in business development activities, including networking events and client presentations.
  • Work with the marketing team to develop promotional materials and strategies.
• Assess and mitigate potential risks associated with tax planning and compliance.
• Implement internal controls and best practices to ensure high-quality service delivery.

• Bachelor's degree in Accounting, Finance, or related field; CPA or other relevant certifications preferred.
• Extensive experience in tax planning and compliance, with a focus on high net worth individuals.
• Strong knowledge of tax laws and regulations.
• Excellent leadership and interpersonal skills.
• Proven ability to manage and develop a team.
• Exceptional communication and presentation skills.
• Business development and client relationship management experience.

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of 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

At this time, CBIZ is not engaging with applicants who require sponsorship.

The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. 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. This posting will remain open for a minimum of three days and may close at any time thereafter.

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…