CBIZ · 2 weeks ago
Tax Manager | Private Client Services
Boston, MA
Full-time
Hybrid
Senior Level
6+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Tax Manager will serve as a trusted advisor to high net worth clients, managing staff and client relationships while ensuring quality control and developing new business opportunities.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Diann Cunningham
Responsibilities
Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc
Understand the client’s organization, procedures and internal policies
Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
Manage and retain multiple client relationships, engagements and special projects
Develop overall engagement budget
Consistently meet charge hour goals
Responsible for billing and realization on assigned clients; explain variances
Supervise, train and mentor staff; listen and communicate effectively
Foster a team environment; demonstrates support of management and decisions and build a positive culture
Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Additional responsibilities as assigned
Qualification
Required
Bachelor's degree
6 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
Proficient use of applicable technology
Preferred
Master's degree in Accounting, Taxation or related field
Ability to work in the office and/or client location a minimum of 3 days per week
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