Current jobs related to Tax Managing Director | High Net Worth - Boston - CBIZ
-
Tax Manager
2 weeks ago
Boston, Massachusetts, United States Distinct Full timeAbout the RoleWe are seeking a highly skilled Tax Manager to join our team at Distinct North America. As a Tax Manager, you will be responsible for preparing and reviewing individual tax returns, with a focus on high net worth individuals.Key ResponsibilitiesPrepare and review individual tax returns, including high net worth individual tax compliance and tax...
-
Tax Manager
2 weeks ago
Boston, Massachusetts, United States Distinct Full timeAbout the RoleWe are seeking a highly skilled Tax Manager to join our team at Distinct North America. As a Tax Manager, you will be responsible for preparing and reviewing individual tax returns for high net worth individuals, as well as providing tax planning and compliance services.Key ResponsibilitiesPrepare and review individual tax returns for high net...
-
Tax Manager
5 days ago
Boston, Massachusetts, United States RSM Full timeAbout the RoleWe are seeking a highly skilled Tax Manager to join our Ultra High Net Worth Multi-Generational Families team at RSM. As a Tax Manager, you will be responsible for providing expert tax advice to our ultra-high net worth clients, including wealth transfer, charitable and retirement planning, and tax compliance.Key ResponsibilitiesAdvise clients...
-
Tax Managing Director
1 week ago
Boston, Massachusetts, United States CBIZ Full timeAbout CBIZCBIZ is a leading provider of business consulting, tax, and financial services to organizations of all sizes. With a strong presence throughout the U.S., our team of experts delivers top-level service to clients across various industries.Job SummaryWe are seeking an experienced Tax Managing Director to lead our fast-growing High Net Worth/Private...
-
High Net Worth Producer
4 weeks ago
Boston, United States Novatae Risk Group Full timeJob DescriptionJob DescriptionNovatae Risk Group is a national wholesale/brokerage for hard to place commercial insurance coverages. We are seeking experienced high new worth Personal Line Producer/Brokers for your area location. We are searching for candidate(s) who have demonstrated success in the insurance industry or MGA. We are expanding our...
-
Tax Manager
2 weeks ago
Boston, United States Roessel Joy Full timeJob Description A sports organization is seeking to hire a Tax Manager. This person will be responsible for handling 1099s and W2Gs. This company is looking for anyone with public accounting/public tax experience, or someone with experience filing taxes for high-net-worth individuals or partnerships. The ideal candidate has W2G or high net worth 1099...
-
Tax Director
2 weeks ago
Boston, United States Marcum Full timeMarcum LLP offers a great career with exceptional benefits. There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your...
-
Tax Director
2 weeks ago
Boston, United States Marcum Full timeMarcum LLP offers a great career with exceptional benefits.There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your...
-
Tax Director
3 weeks ago
Boston, United States Marcum Full timeMarcum LLP offers a great career with exceptional benefits. There’s a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your...
-
Lead Tax Consultant
2 weeks ago
Boston, Massachusetts, United States Ledgent Finance & Accounting Full timeJob OverviewPosition: Lead Tax ConsultantCompensation: $100-125k/yearly with potential sign-on bonusWork Arrangement: Hybrid, 4 days a weekParking Facilities: AvailableOur esteemed client in the legal sector is seeking a Lead Tax Consultant with specialized knowledge in High Net Worth Individuals, Private Client Trusts, and Estates. This role is an...
-
Senior Tax Consultant
2 weeks ago
Boston, Massachusetts, United States CyberCoders Full timePosition Overview:The role of Senior Tax Consultant is essential within a professional accounting organization that focuses on Trust & Estate, Trust, High Net Worth (HNW), and Ultra High Net Worth (UHNW) tax services.As a Senior Tax Consultant, you will serve as a client service leader and a reliable advisor for a diverse client portfolio.Key...
-
Tax Director
1 week ago
Boston, Massachusetts, United States CBIZ Full timeAbout CBIZCBIZ is a leading provider of business consulting, tax, and financial services to organizations of all sizes. With a strong presence throughout the U.S., our team of experts delivers top-level financial and employee business services to clients across various industries.Our CultureWe take pride in our strong company culture, which is built on a...
-
Tax Senior
16 hours ago
Boston, Massachusetts, United States Mazars Full timeAbout the RoleMazars USA is seeking an experienced Tax Senior to join our Private Client Services (PCS) Tax team. As a key member of our team, you will provide sophisticated tax planning, consulting, and compliance services to high-net-worth individuals, closely held business owners, and their families.Key ResponsibilitiesPrepare and review high-net worth...
-
Tax Manager
1 week ago
Boston, United States EisnerAmper LLP Full timeJob DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...
-
Senior Manager, Tax Compliance
2 weeks ago
Boston, Massachusetts, United States KPMG-UnitedStates Full timeSenior Manager, Tax Compliance at KPMGAre you interested in becoming part of a prestigious organization like KPMG, recognized for its outstanding workplace culture and opportunities for professional advancement?We are currently in search of a Senior Manager to join our Finance and Accounting team. This position entails overseeing individual income tax...
-
Senior Manager, Tax Compliance
2 weeks ago
Boston, Massachusetts, United States KPMG-UnitedStates Full timeSenior Manager, Tax Compliance at KPMGAre you interested in advancing your career with a prestigious firm like KPMG, recognized for its outstanding workplace culture and opportunities for professional growth?We are in search of a Senior Manager to join our Finance and Accounting team. This position entails supervising individual income tax compliance,...
-
Senior Tax Consultant
2 weeks ago
Boston, Massachusetts, United States Mazars Full timeCompany Overview:Mazars USA is on the lookout for a Senior Tax Consultant to join their Private Client Services division. This role is perfect for professionals who are dedicated to delivering exceptional tax advisory and financial solutions to affluent clients. As a Senior Tax Consultant, your primary duties will include the preparation and assessment of...
-
Tax Advisory Senior
3 weeks ago
Boston, Massachusetts, United States Mazars Full timeCompany Overview:Mazars USA is on the lookout for a Tax Senior to join their esteemed Private Client Services division. This role is perfect for professionals who are dedicated to delivering exceptional tax planning and financial advisory services to affluent clients. In this capacity, you will take charge of preparing and reviewing a variety of tax returns,...
-
Associate Director, Tax Accounting
4 months ago
Boston, United States KPMG-UnitedStates Full timeBusiness Title:Associate Director, Tax AccountingRequisition Number:112648 - 58Function:Business Support ServicesArea of Interest:State:NJCity:MontvaleDescription:Known for being a great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today’s most important industries. Our growth is driven by delivering...
-
Senior Manager, Tax Compliance
2 weeks ago
Boston, Massachusetts, United States KPMG-UnitedStates Full timeSenior Manager, Tax Compliance at KPMGAre you interested in advancing your career with a prestigious firm like KPMG, recognized for its outstanding workplace culture and opportunities for professional growth?We are in search of a Senior Manager to join our Finance and Accounting team. This position entails supervising individual income tax compliance,...
Tax Managing Director | High Net Worth
5 months ago
With over offices and nearly 7, associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ is honored to be the recipient of several national recognitions for :
Best and Brightest Companies to Work for in the Nation Top Workplaces USA Top Workplaces Financial Services Industry Best and Brightest Companies in Wellness Great Place to Work CertificationTogether, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Our two New England offices, located in Boston, MA and Providence, RI have more than professionals. Our depth of resources and services are uniquely suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and family group clients. We are also proud of our strong company culture. In , our offices were recognized by several local and national business journals as a Best Place to Work, including the Boston Globe, Bostons Best and Brightest, Providence Business Journal, and Forbes.
We are currently seeking an experienced Tax Managing Director (Partner) who will havetheopportunitytoco-leadourfastgrowingHighNetWorth/PrivateClientService Practice for the New England business unit.
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 necessaryPreferred Qualifications
Masters 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 ExcelMinimum Qualifications
Bachelors degree required; Masters degree preferred in Accounting, Taxation or related field 10 years experience in public accounting or related field 10 years supervisory experience Must have 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 or 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 needsThe annual salary target for this job in this market is $,-$,. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employees total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
#LI-TV1
#LI-Hybrid
