Tax Director - High-Net-Worth Individuals at CBIZ in Providence, Rhode Island

Job Description:

Status Category:
Full-Time

Exempt/Non-Exempt:
Exempt

Scheduled Hours Per Week:
40

Job Code:
FS215TC

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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 has been honored to be the recipient of several national recognitions:

• 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work


• 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence


• Top 101 2020 Best and Brightest Companies to Work For in the Nation


• 2020 Healthiest 100 Workplace in America


• 2021 Top Workplaces USA

CBIZ & MHM New England (formerly CBIZ Tofias) is part of the 10th largest accounting*, tax, and advisory services provider in the nation. Our two New England offices are located in Boston and Providence and have over 200 people, including over 35 Managing Directors. We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients' financial positions. Our specialists, skilled in accounting and auditing, tax, and a range of consulting services, are dedicated to supporting the growth and success of our clients. We serve private and public companies in more than a dozen industries; sophisticated not-for-profit organizations; and high net worth individuals and family groups.

We are currently seeking an experienced Tax Director (Partner) who will have the opportunity to help lead our fast growing High-Net-Worth/Private Client Service Practice for the New England Business Unit.

Position Summary

Develop and deliver quality tax consulting services and products for High-Net-Worth Individuals and Family Groups. Services include personal, fiduciary, foundation, gift and estate consulting

Roles & Responsibilities

• Manage multiple engagements which include consulting, compliance, and tax planning services


• Consult with client service team to design and communicate innovative planning ideas for clients


• Work with client service team to ensure coordination and implementation


• Assist with and manage IRS and state audits


• Successfully manage client relationships by consistently providing clients timely and appropriate communication and services in relation to their needs


• Participate and actively contribute to new business development activities


• Supervise, motivate, and train junior level team members


• Assist in managing internal tax department through committee membership and group leader responsibilities


• Other responsibilities as necessary

Preferred Qualifications

• BA or BS in Accounting, Finance or Business preferred


• MST preferred


• CPA certification required


• 8+ years of tax compliance experience within a public accounting firm


• Comprehensive tax consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulation


• 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 a plus


• 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 required.


• Experience with ProSystem FX Engagement preferred


• Ability to travel as required by business

Minimum Qualifications

• Graduate or specialty degree preferred


• 8 years' experience


• 6 years supervisory experience (if applicable)


• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary


• Proficient use of applicable technology


• Demonstrated ability to communicate


• Bachelor's degree required

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