10 years of experience in public accounting or related field.
10 years of supervisory experience.
Master's degree in Taxation or Accounting strongly preferred.
Comprehensive tax planning and consulting expertise.
Demonstrated success with high-net-worth individuals and families.
Market-leading technical knowledge of trust, estate, and gift taxation.
Excellent analytical and communication skills.
Proficiency in MS Word, Outlook, and Excel.
Responsibilities
Lead the engagement team and interact with clients to ensure timely service delivery.
Develop and manage client relationships by providing appropriate communication and services.
Serve as a trusted advisor to clients in personal and business matters.
Direct multiple engagements including consulting, compliance, and tax planning.
Consult with the client service team to implement innovative planning ideas.
Guide and manage IRS and state audits for clients.
Participate in new business development through networking and representing the firm at events.
Design and deliver technical training on individual tax topics.
Recruit and mentor less experienced team members to promote growth.
Contribute to the management of the internal tax department.
Benefits
Hybrid work environment with flexibility.
Opportunities for professional development and mentoring.
Engagement in new business development activities.
Involvement in a positive team culture.
Chance to work with high-net-worth individuals and complex tax situations.
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
