8 Tax Managing Director | High Net Worth Jobs in Boston, MA
CBIZ, Inc. is Hiring a Tax Managing Director | High Net Worth Near Boston, MA
Full-TimeExempt/Non-Exempt:
ExemptScheduled Hours Per Week:
40Job Code:
FS216With 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
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
- 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
- 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 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.
CBIZ.Jobs Category: Tax
REASONABLE ACCOMMODATIONIf 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 844-558-1414 (toll free) or send an email to
EQUAL OPPORTUNITY EMPLOYERCBIZ is an affirmative action-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 orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages
Notice to Third-Party AgenciesCBIZ 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 submitting staffing/employment agency, person or entity.
Job Summary
Full Time
Business Services
$172k-219k (estimate)
02/05/2024
08/18/2024
cbiz.com
ASHEVILLE, NC
3,000 - 7,500
1950
Public
MICHAEL P MURPHY
$500M - $1B
Business Services
Related Companies
About CBIZ, Inc.
CBIZ provides professional services such as accounting, tax, employee benefits, wealth management, property and casualty insurance and payroll.
The job skills required for Tax Managing Director | High Net Worth include Accounting, Planning, CPA, Tax Planning, Consulting, Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Managing Director | High Net Worth. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Managing Director | High Net Worth. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax Managing Director | High Net Worth positions, which can be used as a reference in future career path planning. As a Tax Managing Director | High Net Worth, it can be promoted into senior positions as a Top Division Tax Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Managing Director | High Net Worth. You can explore the career advancement for a Tax Managing Director | High Net Worth below and select your interested title to get hiring information.
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