CAREERS AT CBIZ

Tax Managing Director in Providence at CBIZ

Date Posted: 10/28/2019

Job Snapshot

Job Description

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: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

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. 

We serve private and public companies in more than a dozen industries; not-for-profit organizations; and high net-worth individuals and family groups. When you choose CBIZ & MHM New England, you get proactive, accessible professionals who communicate in understandable terms, and deliver practical solutions on time, with no surprises, to help your organization thrive.

CBIZ MHM is currently seeking a highly motivated  – Real Estate Tax Managing Director in our Boston, MA office. The Managing Director is responsible for developing and delivering quality tax consulting services and engagements for closely held middle market companies with a focus on real estate tax. This important role in our growing tax practice includes client relationships, technical tax work, and managing staff.

Essential Functions & Primary Duties:

  • Serving  as the client’s trusted advisor, demonstrating knowledge of tax expertise and industry trends; identifying client issues and conflicts; and proactively communicating solution options to client and team
  • Understanding the client’s organization, procedures and internal policies
  • Reviewing complex tax returns including international, federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations
  • Understanding your clients’ goals and needs and servicing clients directly
  • Owning client relationships and work
  • Strategizing with Managing Directors regarding tax planning
  • Providing  clients’ with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients
  • Researching tax issues and providing guidance to clients
  • Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff
  • Participating in practice development activities that lead to the generation of new business and the opportunities for cross-serves
  • Additional responsibilities as assigned

Preffered Qualifications:

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
  • 8 years technical tax experience in public accounting, or related field. 5 or more years real estate industry experience preferred.
  • 5 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • 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     

Minimum Qualifications Required

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
  • preferred
  • 10 years of experience in public accounting or related field
  • 10 years supervisory experience
  • Must have active CPA or equivalent certification
  • 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

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