Tax Senior Manager High Net Worth

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Our High Net Worth practice one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up of many multi-generation family clients that make use of some the most sophisticated tax planning structures to minimize income, gift and estate taxes, along with charitable planning. Many of our HNW clients maintain their own multi-employee Family Office to manage the Family wealth. This practice also works with some of the largest investment advisory firms and estate and trust law Firms, both locally and nationally. It is our goal to develop strong relationships with our clients, as a trusted advisor.

Essential Functions and Primary Duties

Regarded as a Subject Matter Expert within business unit and shares knowledge

Make recommendations on internal department procedures

Recognize business opportunities for our clients and for CBIZ

Assume significant client responsibility as client’s trusted advisor, is relied upon for 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

Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals

Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances

Understand client’s Qualified Plan needs 9as applicable)

Supervise, train and mentor staff; listen and communicate effectively

Work to develop responsible, trained staff by conducting performance feedback and evaluations

Drive a team environment; demonstrate support of management decisions and builds a positive culture

Additional responsibilities as assigned

Preferred Qualifications

Ability to work in the office and/or client location a minimum of 3 days per week

Minimum Qualifications

Bachelor’s degree required

8 years experience in public accounting or related field

5 years supervisory

Must have active CPA or equivalent certification

Ability to manage all aspects of client engagements

Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Proficient use of applicable technology

Must be able to travel based on business needs

The annual salary target for this job in this market is $140,000 - $210,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position. Outside of base compensation there are opportunities for – Commissions and/or Annual Bonuses (variable depending on firm and associate performance).

The compensation above is not representative of an employee’s total compensation. Beyond income, should you become a full-time team member, 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, paid holidays, paid vacation, sick leave and much more.

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