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 Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

Our two New England offices, located in Boston, MA and Providence, RI have more than 270 professionals. Our depth of resources and services are uniquely suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and family group clients.

We are also proud of our strong company culture. In 2022, our offices were recognized by

several local and national business journals as a Best Place to Work, including

the Boston Globe, Boston’s Best and Brightest, Providence Business Journal, and Forbes.

We are currently seeking an experienced Tax Managing Director (Partner) who will havetheopportunitytoco-leadourfastgrowingHighNetWorth/PrivateClientService 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 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 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-$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.

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