Tax Supervisor | Private Client Services

Tax Supervisor | Private Client Services at CBIZ

Our Private Client Services practice is one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up of multi‑generation family clients that make use of some of the most sophisticated tax planning structures to minimize income, gift and estate taxes, along with charitable planning. Many of our PCS 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 and long‑lasting relationships with our clients, as a trusted advisor.

• Supervise all aspects of accounting, tax or audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
• Develop a thorough understanding of the client’s business, contributing to the analysis and planning of client engagements
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
• Achieve charge hour goals
• Review engagement team members’ accounting, tax or auditing work: provide constructive review points
• Supervise and guide team members on engagements, fostering a collaborative and productive work environment
• Train and mentor engagement team members, supporting their technical and professional development
• Assist in the client billing process with Managers, Directors or Managing Directors
• Identify an industry or area of specialization and develop skills, knowledge and expertise in that area
• Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
• Participate in practice development activities, such as membership in qualified organizations, capable of referring potential engagements
• Execute administrative duties as assigned
• Additional responsibilities as assigned

• Knowledge of accounting principles and auditing/tax standards to effectively supervise staff and solve routing engagement problems.
• Experience with accounting software, Caseware preferred.
• Solid organization skills with a demonstrated ability to multi‑task.

• Bachelor's degree required;
  Master's degree preferred in Accounting, Taxation or related field
• At least 3 years of experience in public accounting or related field
• 1 year supervisory experience preferred
• CPA candidates preferred
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

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.