Century Business Services

Tax Director | Private Client Services

Century Business Services • $120K — $150K *
Providence, RI 02903In-Person
Legal & Accounting
8 - 10 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree required; CPA or equivalent certification needed.
  • 8 years of experience in public accounting or a related field.
  • 6 years of supervisory experience is mandatory.
  • Extensive experience in tax planning and compliance for high net worth individuals.
  • Strong leadership and interpersonal skills essential.
  • Proven expertise in communication and relationship management.
  • Proficiency in relevant technology tools is expected.

Responsibilities

  • Act as primary contact for high-net-worth clients, building strong relationships.
  • Create and execute tailored tax strategies for individuals and families.
  • Lead and mentor a team of tax professionals to ensure high-quality service.
  • Ensure timely and accurate preparation and filing of various tax returns.
  • Identify and pursue growth opportunities in the high net worth tax sector.
  • Assess and mitigate risks related to tax planning and compliance.
  • Collaborate with departments to gather necessary info for compliance.

Benefits

  • Professional development opportunities and career growth.
  • Supportive team environment focused on employee contributions.
  • Access to industry-leading resources and tools.
  • Participation in business networking and professional associations.
Full Job Description
Job Description

#LI-DE1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties
  • Client Management
    • Serve as the primary point of contact for high-net-worth clients.
    • Build and maintain strong client relationships, understanding their financial goals and objectives.
    • Provide personalized tax planning and advisory services tailored to the unique needs of each client.
  • Tax Planning and Strategy
    • Develop and implement comprehensive tax strategies for high net worth individuals and families.
    • Stay current on changes in tax laws and regulations to ensure compliance and maximize tax efficiency.
    • Advise clients on wealth preservation, estate planning, and other tax-related matters.
  • Team Leadership
    • Manage and lead a team of tax professionals, including tax managers, senior tax consultants, and other staff.
    • Provide guidance, mentorship, and support to team members.
    • Oversee the workflow and ensure timely and accurate delivery of tax services.
  • Compliance
    • Ensure that tax returns, including Personal, fiduciary, foundation, gift and estate as well as related documents are prepared accurately and filed on time.
    • Navigate the complexities of each of their individual tax strategies, challenges and provide solutions.
    • Review complex tax returns and financial statements.
    • Coordinate with other departments to gather necessary information for tax compliance.
  • Business Development
    • Identify opportunities to expand the firm's high net worth tax practice.
    • Participate in business development activities, including networking events and client presentations.
    • Work with the marketing team to develop promotional materials and strategies.
  • Risk Management
    • Assess and mitigate potential risks associated with tax planning and compliance.
    • Implement internal controls and best practices to ensure high-quality service delivery.


Preferred Qualifications
  • Bachelor's degree in Accounting, Finance, or related field; CPA or other relevant certifications preferred.
  • Extensive experience in tax planning and compliance, with a focus on high net worth individuals.
  • Strong knowledge of tax laws and regulations.
  • Excellent leadership and interpersonal skills.
  • Proven ability to manage and develop a team.
  • Exceptional communication and presentation skills.
  • Business development and client relationship management experience.


Qualifications

Minimum Qualifications
  • Bachelor's degree required
  • 8 years of experience in public accounting or related field
  • 6 years of 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


About Century Business Services

Century Business Services is a holding company that provides a range of business services to small and medium-sized businesses. The company's subsidiaries offer services such as payroll processing, human resources management, and employee benefits administration. Century Business Services was founded in 1996 and is headquartered in Denver, Colorado.
Learn more about Century Business Services
Size
6,000 employees
Market Cap
$2.3 billion
Industry
Business Services
Net Income
$78.3 million
Founded
1987
5 Year Trend
+6.7%
Revenue
$963.9 million
NASDAQ
CBZ
* Ladders Estimates

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