Tax Director | High Net Worth

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 21 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.

Our High Net Worth practice is one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up of many multi-generation family clients that make use of some the most sophisticated tax planning structures to minimize income, gift and estate taxes, along with charitable planning. Many of our HNW clients maintain their own multi-employee Family Office to manage the Family wealth. This practice also works with some of the largest investment advisory firms and estate and trust law Firms, both locally and nationally. It is our goal to develop strong relationships with our clients, as a trusted advisor.

Essential Functions and Primary Duties

• 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.

• Team Leadership

  • 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.

• Risk Management

  • Assess and mitigate potential risks associated with tax planning and compliance.

  • Implement internal controls and best practices to ensure high-quality service delivery.

Preferred Qualifications

• 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.

Minimum Qualifications Required

• Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred

• 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

The annual salary target for this job in this market is $160,000-$300,000. 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.

#LI-DE1

#LI-Hybrid