CBIZ ยท 2 days ago
Tax Director | Private Client Services
Boston, MA
Full-time
Onsite
Director/Executive
8+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Tax Director will serve as the primary contact for high-net-worth clients, managing tax planning, compliance, and a team of tax professionals while also driving business development efforts.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Diann Cunningham
Responsibilities
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
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
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
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
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
Assess and mitigate potential risks associated with tax planning and compliance
Implement internal controls and best practices to ensure high-quality service delivery
Qualification
Required
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
Preferred
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
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2025-12-18
2025-12-09
Company data provided by crunchbase