High Net Worth Tax Director in Boston, MA at CBIZ

Date Posted: 7/15/2018

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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. 

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top ten accounting providers in the United States. With more than 100 offices and more than 5,000 professionals, we serve the country’s growing mid-market public and private businesses. MHM provides high quality audit and attest services while closely associated CBIZ provides all other accounting, tax and consulting services.

CBIZ Tofias, the New England Division of the 7th largest accounting, tax, and consulting provider in the U.S., uniquely combines national resources with local decision making by experienced, New England-based professionals. Our specialists, skilled in accounting and auditing, tax, and a range of consulting services, are dedicated to supporting the growth and success of our clients.  We serve private and public companies in more than a dozen industries; sophisticated not-for-profit organizations; and high net worth individuals and family groups.  

Our New England offices are located in Boston, MA and Providence, RI and are comprised of nearly 200 professionals. Nationally, CBIZ has over 30 financial services offices in major cities.  We are looking for high achieving and enthusiastic professionals with a desire to make a difference to join our team. Use your talent and passion to accelerate your personal growth and become a trusted business advisor to our world class clients. We offer an opportunity to rapidly develop your business and technical skills while simultaneously becoming a member of a team that values your opinion and experience.  

Position Summary

Develop and deliver quality tax consulting services and products for High Net Worth Individuals and Family Groups. Services include personal, fiduciary, foundation, gift and estate consulting

Roles & Responsibilities

  • Manage multiple engagements which include consulting, compliance, and tax planning services

  • Consult with client service team to design and communicate innovative planning ideas for clients

  • Work with client service team to ensure coordination and implementation

  • Assist with and manage IRS and state audits

  • Successfully manage client relationships by consistently providing clients timely and appropriate communication and services in relation to their needs

  • Participate and actively contribute to new business development activities

  • Supervise, motivate, and train junior level team members

  • Assist in managing internal tax department through committee membership and group leader responsibilities

  • Other responsibilities as necessary 

Preferred Qualifications

  • BA or BS in Accounting, Finance or Business preferred

  • MST preferred

  • CPA certification required

  • 8+ years of tax compliance experience within a public accounting firm

  • Comprehensive tax consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulation

  • 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 a plus 

  • 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 required. 

  • Experience with ProSystem FX Engagement preferred

  • Ability to travel as required by business 

Minimum Qualifications

  • Graduate or specialty degree preferred

  • 8 years experience

  • 6 years supervisory experience (if applicable)

  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

  • Proficient use of applicable technology

  • Demonstrated ability to communicate

  • Bachelor’s degree required

  • Graduate or specialty degree preferred

  • 8 years experience

  • 6 years supervisory experience (if applicable)

  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

  • Proficient use of applicable technology

  • Demonstrated ability to communicate


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CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



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