Tax Manager | Private Client Services

Job Description

Our High Net Worth practice is one of the largest in New England, servicing clients both locally and nationally. Our client base is made up of many multi‑generation family clients who use sophisticated tax‑planning structures to minimize income, gift, and estate taxes, as well as charitable planning. Many of our HNW clients maintain their own multi‑employee Family Office to manage family wealth.

This practice also works with some of the largest investment advisory firms and estate & trust law firms, both locally and nationally. It is our goal to develop strong relationships with our clients as a trusted advisor.

• Serve as client’s trusted advisor, demonstrate knowledge of industry trends, identify client issues and conflicts, and proactively communicate solution options to client and team
• Manage staff on engagement deliverables (e.g., financial statements, tax returns, work papers), complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met, and 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 goals
• 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; demonstrate support of management decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and opportunities for cross‑serves
• Additional responsibilities as assigned

• Master’s degree in Accounting, Taxation, or related field
• Ability to work in the office and/or client location a minimum of three days per week

• Bachelor’s degree
• Six years of experience in public accounting or related field
• Three years of 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

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 more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow—both personally and professionally—throughout their careers.

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 that provides audit, review, and attest services, while CBIZ provides business consulting, tax, and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.