Tax Director

2 weeks ago


Boston, Massachusetts, United States CBIZ Full time
Join Our Team as a Tax Managing Director

CBIZ, a leading provider of financial and employee business services, is seeking an experienced Tax Managing Director to lead our fast-growing High Net Worth/Private Client Service Practice for the New England business unit.

Key Responsibilities:
  • Lead engagement teams and interact with clients and family office personnel to ensure timely service delivery.
  • Develop and manage client relationships by providing timely and appropriate communication and services.
  • Direct multiple engagements, including consulting, compliance, and tax planning services.
  • Consult with client service teams to design and implement innovative planning ideas for clients.
  • Guide and manage IRS and state audits.
  • Participate in new business development activities, including prospecting, networking, and representing CBIZ at industry events.
  • Design and deliver technical training on individual tax topics.
  • Recruit, supervise, train, and develop less experienced team members.
  • Contribute to the management of the internal tax department through committee membership and group leader responsibilities.
Requirements:
  • Masters degree in Taxation or Accounting preferred.
  • Comprehensive tax planning and consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulations.
  • Demonstrated success providing consultative services 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.
  • Ability to effectively present information and respond to questions from clients and team members.
  • Track record of successful new business development experience.
  • Excellent analytical, supervisory, organizational, and written and verbal communication skills.
  • Experience and continued interest in developing and mentoring junior team members.
  • Proficiency in MS Word, Outlook, and Excel.
Compensation:

The annual salary target for this role is $150,000-$200,000. The specific compensation will be determined based on the education, experience, and skill set of the individual selected for this position.

CBIZ offers a comprehensive benefits package, including medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, and more.


  • Tax Director

    3 weeks ago


    Boston, Massachusetts, United States FNZ Group Full time

    Job Title: Tax DirectorJoin FNZ Group, a leading FinTech company, as a Tax Director and play a critical role in shaping our North America Investment Operations team.This is a senior managerial position that requires exceptional leadership skills, technical expertise, and a deep understanding of US tax regulations and financial markets.About the Role:As a Tax...

  • Tax Director

    3 weeks ago


    Boston, Massachusetts, United States Marcum Search Full time

    Join Marcum LLP as a Tax DirectorMarcum LLP is a leading national accounting and advisory services firm seeking a highly skilled Tax Director to join our Boston, MA office. As a Tax Director, you will play a key role in driving the success of our tax practice and providing exceptional service to our clients.ResponsibilitiesSupervise and manage multiple tax...

  • Tax Director

    2 weeks ago


    Boston, Massachusetts, United States Marcum Search Full time

    Join Marcum LLP as a Tax DirectorMarcum LLP is a leading national firm seeking an experienced Tax Director to join our Boston, MA office. As a Tax Director, you will play a key role in driving the success of multiple engagements in all facets of taxation.ResponsibilitiesSupervise and help drive the success of multiple engagements in all facets of...

  • Tax Director

    2 weeks ago


    Boston, Massachusetts, United States Marcum LLP Full time

    Join Marcum LLP as a Tax DirectorMarcum LLP is a leading national firm seeking an experienced Tax Director to join our Boston, MA office. As a Tax Director, you will play a key role in driving the success of multiple engagements in all facets of taxation.Key ResponsibilitiesSupervise and help drive the success of multiple engagements in all facets of...

  • Tax Director

    3 weeks ago


    Boston, Massachusetts, United States Marcum Search Full time

    Join Our Tax TeamMarcum LLP is a leading national firm seeking an experienced Tax Director to join our Boston, MA office. As a Tax Director, you will play a key role in driving the success of multiple engagements in all facets of tax preparation and review, tax compliance, agency correspondence, and tax research.ResponsibilitiesSupervise and help drive the...

  • Tax Director

    3 weeks ago


    Boston, Massachusetts, United States Marcum Search Full time

    Job Title: Tax DirectorMarcum LLP is seeking an experienced Tax Director to join our growing and well-established national firm in our Boston, MA office.Responsibilities:Supervise and help drive the success of multiple engagements in all facets of taxation.Perform initial review of complex tax returns for high net-worth individual, corporate and partnership...

  • Tax Director

    4 days ago


    Boston, Massachusetts, United States KPMG-UnitedStates Full time

    Job Title: Associate Director, Tax Accounting Job Summary: KPMG-UnitedStates is seeking an experienced Associate Director to join our Finance and Accounting organization. As a key member of our team, you will oversee individual income tax compliance, tax counseling, tax projections, tax notices, and other financial-related support for our...

  • Tax Director

    4 weeks ago


    Boston, Massachusetts, United States CBIZ Full time

    Join Our Team as a Tax Managing DirectorCBIZ, a leading provider of financial and employee business services, is seeking an experienced Tax Managing Director to lead our fast-growing High Net Worth/Private Client Service Practice for the New England business unit.Key Responsibilities:Lead engagement teams and interact with clients and family office personnel...

  • Tax Director

    1 month ago


    Boston, Massachusetts, United States CBIZ Full time

    Job Title: Tax Managing DirectorCBIZ is seeking an experienced Tax Managing Director to lead our fast-growing High Net Worth/Private Client Service Practice for the New England business unit.Key Responsibilities:Lead engagement teams and interact with clients and family office personnel to ensure timely serviceDevelop and manage client relationships by...

  • Tax Director

    3 weeks ago


    Boston, Massachusetts, United States CBIZ Full time

    Job Title: Tax Managing DirectorCBIZ is seeking an experienced Tax Managing Director to lead our fast-growing High Net Worth/Private Client Service Practice for the New England business unit.Key Responsibilities:Lead engagement teams and directly interact with clients and family office personnel to ensure timely service.Develop, nurture, and manage client...

  • Tax Director

    4 weeks ago


    Boston, Massachusetts, United States CBIZ Full time

    Job Title: Tax Managing DirectorWe are seeking an experienced Tax Managing Director to co-lead our fast-growing High Net Worth/Private Client Service Practice for the New England business unit.Key Responsibilities:Lead engagement teams and interact with clients and family office personnel to ensure timely service.Develop, nurture, and manage client...

  • Tax Director

    2 weeks ago


    Boston, Massachusetts, United States CBIZ Full time

    CBIZ is seeking an experienced Tax Managing Director to lead our fast-growing High Net Worth/Private Client Service Practice for the New England business unit.Key Responsibilities:Lead engagement teams and interact with clients and family office personnel to ensure timely serviceDevelop and manage client relationships by providing timely and appropriate...


  • Boston, Massachusetts, United States KForce Full time

    A Kforce client is seeking a Senior Tax Manager/Tax Director to join their team in Boston, Massachusetts. This is a remote/hybrid role that offers a well-balanced work environment with strong quality of life, career development, and partnership path. The ideal candidate will have 8-20+ years of public accounting experience, a strong understanding of C-Corp,...

  • Tax Director

    4 weeks ago


    Boston, Massachusetts, United States Bluewave Full time

    About BlueWaveBlueWave is a pioneering renewable energy company that develops and owns solar and battery storage projects. Our mission is to protect the planet by transforming access to renewable energy.The RoleWe are seeking a visionary and dedicated Director of Tax and Compliance to shape the tax strategy of our rapidly growing company. This pivotal...

  • Tax Director

    4 weeks ago


    Boston, Massachusetts, United States CBIZ Full time

    Job SummaryWe are seeking an experienced Tax Managing Director to co-lead our fast-growing High Net Worth/Private Client Service Practice for the New England business unit.Key ResponsibilitiesLead engagement teams and interact with clients and family office personnel to ensure timely service.Develop, nurture, and manage client relationships by providing...

  • Tax Director

    5 days ago


    Boston, Massachusetts, United States CBIZ Full time

    CBIZ is a leading provider of financial and employee business services, delivering national-caliber expertise combined with highly personalized service at the local level. We are seeking an experienced Tax Managing Director (Partner) to lead our fast-growing High Net Worth/Private Client Service Practice for the New England business unit. Key...


  • Boston, Massachusetts, United States KPMG Full time

    Job Title: Associate Director, Tax AccountingKPMG is a leading professional services firm that provides audit, tax, and advisory services to organizations across various industries. We are currently seeking an Associate Director to join our Finance and Accounting organization.Responsibilities:Oversee individual income tax compliance, tax counseling, tax...


  • Boston, Massachusetts, United States PRO-TAX RECRUITMENT LIMITED Full time

    Audit and Accounts Director Designate OpportunityWe are seeking a highly skilled and ambitious Audit and Accounts Director Designate to join our team at Pro-Tax Recruitment Limited.The successful candidate will be responsible for managing a portfolio of clients, including maintaining existing relationships and developing new ones through business development...


  • Boston, Massachusetts, United States KPMG Full time

    Business Title:Associate Director, Tax AccountingRequisition Number: Function:Business Support ServicesArea of Interest: State:MACity:BostonDescription:KPMG is a leading professional services firm that provides audit, tax, and advisory services to organizations across various industries. We are committed to delivering exceptional results for our clients...


  • Boston, Massachusetts, United States KPMG Full time

    Job Title: Associate Director, Tax Proposal OpsKPMG is seeking an experienced professional to join our Global Mobility Services practice within our Tax organization as an Associate Director, Tax Proposal Ops.Responsibilities:Collaborate with tax proposal ops team leaders and service line/practice leadership to develop and maintain proposal templates.Lead...