Seasonal Tax Senior | Private Client Services

Seasonal Tax Senior | Private Client Services

Morristown, NJ, United States (Hybrid)

• Job Identification 6174
• Posting Date 08/07/2026, 07:58 PM
• Locations 340 Mount Kemble Avenue, 2nd Floor, Morristown, NJ, 07960, 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 $43.00 - $68.00

• Tax Compliance
• Assist in the preparation and review of complex individual and family tax returns for high-net-worth clients.
• Ensure accuracy and compliance with relevant tax laws and regulations.
• Collaborate with clients and internal teams to gather necessary information for tax filings.
• Tax Planning Support
• Contribute to the development and implementation of tax planning strategies for high-net-worth individuals and families.
• Assist in researching and analyzing tax issues to provide recommendations for clients.
• Stay updated on changes in tax laws and communicate their impact to the team and clients.
• Client Interaction
• Build and maintain positive relationships with high-net-worth clients.
• Respond to client inquiries as well as to notices from various tax authorities and provide support on related matters.
• Assist in client meetings and presentations as needed.
• Research and Analysis
• Conduct tax research to stay informed about new regulations and industry developments.
• Analyze financial data and documents to identify tax planning opportunities and potential issues.
• Present findings to senior team members and clients.
• Collaboration and Teamwork
• Work closely with other tax professionals and departments to ensure seamless service delivery.
• Provide support to tax managers and directors as needed.
• Foster a collaborative and positive team environment.

• 3+ years of experience in tax compliance and planning, preferably with exposure to high-net-worth clients.
• Previous experience in public accounting or a similar tax-related role is beneficial.
• Knowledge of tax laws and regulations.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Detail-oriented with a focus on accuracy and quality.

• Bachelor’s degree required;
  Master’s degree preferred in Accounting, Taxation or related field preferred
• 2 years of experience in public accounting or related field
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways toaccelerate growth. CBIZ has more than 9,500 team members across 23 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.

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
• much more

This posting will remain open for a minimum of three days and may close at any time thereafter.

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  (toll free) or send an email to  .

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…