Bachelor's degree required; Master's in Taxation or Accounting preferred
10+ years of public accounting experience required
10+ years of supervisory experience necessary
Comprehensive understanding of federal and state tax laws
Experience with high-net-worth individuals and families
Excellent communication and presentation abilities
Proven business development track record; must be tech-savvy
Responsibilities
Lead client engagement teams to ensure seamless communication
Develop and manage client relationships with timely and relevant services
Act as a trusted advisor for clients
Oversee multiple engagements including consulting and tax planning
Innovate and implement strategic planning ideas for clients
Guide teams through IRS and state audits
Contribute to new business development through networking and representation
Deliver technical training on individual tax topics
Mentor and develop junior team members
Support positive team culture and internal management processes
Benefits
Hybrid work environment
Opportunities for professional growth and development
Support for continuing education and training
Participation in industry-related events
Collaborative and team-oriented workplace culture
Full Job Description
Job Description
#LI-DC1 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Lead engagement team and directly interact with clients and family office personnel to ensure communication and coordination of timely service
Successfully develop, nurture and manage client relationships by consistently providing clients timely and appropriate communication and services in relation to their needs
Be viewed as trusted personal and business advisor by clients
Direct multiple engagements which include consulting, compliance, and tax planning services
Consult with client service team to design, communicate and implement innovative planning ideas for clients
Guide and manage IRS and state audits
Participate and actively contribute to new business development activities, including prospecting, networking and representing CBIZ at industry and related events
Design and deliver technical training on Individual related tax topics
Recruit, supervise, train, develop and motivate less experienced team members
Promote a team environment; demonstrate support of management decisions and builds a positive culture
Contribute to management of internal tax department through committee membership and group leader responsibilities
Perform other responsibilities as necessary
Preferred Qualifications
Master's degree in Taxation or Accounting strongly preferred
Comprehensive tax planning and consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulation
Demonstrated success providing consultative service to high-net-worth individuals and families
Market leading technical expertise in individual taxation with a strong working knowledge of trust, estate and gift taxation
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
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
Qualifications
Minimum Qualifications
Bachelor's degree
10 years of experience in public accounting or related field
10 years supervisory experience
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
