Tax Director | Private Equity (Outsourcing)

CBIZ, Inc.

• $160K — $190K *
Boston, MA 02115In-Person
Legal & Accounting
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 8 years in public accounting or related field
  • 6 years of supervisory experience
  • Active CPA or equivalent certification
  • Master's degree preferred in Accounting or Taxation
  • Extensive experience in tax planning for private equity clients
  • Strong interpersonal and leadership skills

Responsibilities

  • Serve as the primary point of contact for private equity clients
  • Build and maintain strong client relationships to understand their financial goals
  • Develop and implement comprehensive tax strategies for clients
  • Stay updated on tax laws to ensure compliance and maximize efficiency
  • Manage and lead a team of tax professionals, providing guidance and mentorship
  • Ensure accurate and timely preparation and filing of tax returns
  • Identify opportunities to expand the firm's private equity tax practice

Benefits

  • Hybrid work environment
  • Opportunity for professional development
  • Access to networking events
  • Supportive team culture
  • Participation in business development activities
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 private equity 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 private equity clients.
  • Stay current on changes in tax laws and regulations to ensure compliance and maximize tax efficiency.
  • Advise clients on various 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 as well as related documents are prepared accurately and filed on time.
  • Navigate the complexities of clients' 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 private equity 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
  • Master's degree preferred in Accounting, Taxation or related field.
  • Extensive experience in tax planning and compliance, with a focus on private equity clients.
  • 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

* Ladders Estimates

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