Tax Managing Director | Private Client Services

CBIZ

6d•Hybrid

About The Position

The Tax Managing Director in Private Client Services will lead engagement teams, interact directly with clients and family office personnel, and provide timely service. This role involves developing and nurturing client relationships, acting as a trusted advisor, and directing multiple engagements including consulting, compliance, and tax planning. The position also requires guiding audits, contributing to business development, delivering technical training, and mentoring junior team members. Additionally, the role involves contributing to the management of the internal tax department.

Requirements

Bachelor's degree
10 years of experience in public accounting or related field
10 years supervisory experience
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
Must be able to travel based on client and business needs

Nice To Haves

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

Responsibilities

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.