Bachelor's degree required; Master's degree in Taxation or Accounting preferred.
10+ years of experience in public accounting or related field.
Significant supervisory experience (10 years).
Proven expertise in comprehensive tax planning and consulting, particularly for high-net-worth clients.
Strong knowledge of federal and state tax laws, with a focus on trust, estate, and gift taxation.
Exceptional communication skills, both verbal and written, across all organizational levels.
Proven track record in business development and client relationship management.
Responsibilities
Lead engagement team, ensuring effective client communication and service delivery.
Manage and nurture client relationships with timely communication and tailored services.
Act as a trusted advisor for both personal and business needs of clients.
Oversee multiple consulting, compliance, and tax planning engagements.
Collaborate with team to create and implement innovative planning strategies for clients.
Guide IRS and state audits, ensuring compliance and effective management.
Engage in new business development through networking and representing the firm at events.
Deliver technical training on individual tax topics to team members and clients.
Benefits
Supportive hybrid work environment.
Opportunities for professional development and mentorship.
Participation in new business development activities.
Positive workplace culture promoting team collaboration.
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
