#LI-DE1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
- Client Management
- 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.
- Tax Planning and Strategy
- 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.
- Team Leadership
- 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.
- Compliance
- 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.
- Business Development
- 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.
- Risk Management
- Assess and mitigate potential risks associated with tax planning and compliance.
- Implement internal controls and best practices to ensure high-quality service delivery.
Preferred Qualifications
- 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.
Minimum Qualifications
- 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
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
Skills Required
- Bachelor's degree in Accounting, Finance, or related field
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Active CPA or equivalent certification
- Ability to manage deadlines, handle multiple assignments, and prioritize work
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing at all levels
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
- Extensive experience in tax planning and compliance for high-net-worth individuals
- Strong knowledge of tax laws and regulations
- Excellent leadership, interpersonal, and team development skills
- Business development and client relationship management experience
- Exceptional communication and presentation skills
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
