What are the responsibilities and job description for the Tax Manager | High Net Worth position at CBIZ?
Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.
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 over 160 locations in 21 major markets nationwide.
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 providing audit, review, and attest services, while CBIZ provides business consulting, tax, and financial services. In certain jurisdictions, CBIZ CPAs continues to operate under its previous name, Mayer Hoffman McCann P.C.
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.
Our High Net Worth practice 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
- Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the client's organization, procedures and internal policies
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
- Manage and retain multiple client relationships, engagements and special projects
- Develop overall engagement budget
- Consistently meet charge hour goals
- Responsible for billing and realization on assigned clients; explain variances
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and build a positive culture
- Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
- Additional responsibilities as assigned
Preferred Qualifications
- Master's degree in Accounting, Taxation or related field
- Ability to work in the office and/or client location a minimum of 3 days per week
Minimum Qualifications Required
- Bachelor's degree
- 6 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
The annual salary target for this job in this market is $140,000 - $160,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, 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, paid holidays, paid vacation, sick leave and much more.
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CBIZ.Jobs Category: Audit & Tax
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EQUAL OPPORTUNITY EMPLOYER 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 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 Know Your Rights. |
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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, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.
Salary : $140,000 - $160,000
