Tax Director

CBIZ, Inc.; Boston (MA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

A leading professional services advisor, CBIZ, Inc. is seeking a Tax Supervisor to drive the success of various engagements and ensure client satisfaction. This role requires overseeing staff and client interactions while bringing innovative tax planning strategies. Ideal candidates will possess a Master's degree and CPA certification, with significant experience in public accounting and strong leadership skills.

Qualifications

• 8 years’ experience in public accounting or a related field.
• 6 years’ supervisory experience.
• Must preserve required licenses.

Responsibilities

• Supervise multiple engagements in all facets of taxation.
• Perform initial review of complex tax returns.
• Ensure client satisfaction through communication and tax strategies.

Skills

Leadership

Mentoring

Problem-solving

Interpersonal Skills

Technical Skills in Tax

Education

Master's degree in Accounting, Finance

CPA certification

Job description

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.

Essential Functions and Primary Duties

• 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 / LLC clients.

• Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner.

• Ensure complete client satisfaction through open communication, managing expectations, meeting deadlines and proactively sharing tax saving strategies.

• Work closely with Partners, and all professional staff on client management, professional development and business development activities.

• Supervise, develop, train and mentor staff including performance and engagement reviews.

• Attend professional development and continuing education sessions on a regular basis.

Preferred Qualifications

• Master's degree in Accounting, Finance or related field

• CPA certification

• Ability to work in the office at least 3 days per week.

• Strong technical skills pertaining to tax preparation and review, tax compliance, agency correspondence and tax research.

• Ability to problem-solve and think both creatively and logically.

• Outstanding leadership, mentoring and interpersonal skills fostering client and staff relationships.

• Ability to attract and develop profitable, sustainable client relationships.

Qualifications Required

• 8 years’ experience in public accounting or related field

• 6 years’ supervisory experience

• Must have and preserve required licenses

• 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

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