Tax Manager | Private Client Services

CBIZ, Inc.•Boston, MA

44d•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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