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Private Client Tax Director — Wealth Planning & Leadership
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-15
Listing for:
CBIZ
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
CBIZ in Boston is seeking a leader for its high net worth tax practice. You will serve as the primary contact for affluent clients, crafting tax strategies and overseeing a team to ensure compliant, timely delivery of tax services.
The role requires CPA or equivalent certification, strong leadership, and a track record in tax planning and client development. Hybrid work options are available in the Boston area.
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