Tax Managing Director | High Net Worth

CBIZ; Greenwich (CT); On-site; USD 250,000 - 400,000; Full time

Job summary

An established industry player is seeking a seasoned tax professional to lead their High Net Worth practice. This role involves managing client relationships, providing expert tax planning and consulting services, and guiding teams through complex IRS audits. With a focus on high net worth individuals and families, you will leverage your extensive experience to deliver tailored solutions that minimize tax liabilities. The firm offers a collaborative environment where your leadership will foster team growth and client satisfaction. This is a unique opportunity to make a significant impact in a respected firm while enjoying a competitive salary and comprehensive benefits.

Benefits

Comprehensive medical and dental insurance

Retirement savings

Life and disability insurance

Education assistance

Certification incentives

Referral program

Qualifications

• 10+ years of public accounting experience with a strong focus on tax planning.
• Active CPA license and proven leadership skills are essential.

Responsibilities

• Lead engagement teams and manage client relationships effectively.
• Guide IRS and state audits while delivering innovative planning ideas.

Skills

Client Relationship Management

Tax Planning

Consulting

Analytical Skills

Communication Skills

Business Development

Education

Bachelor's degree in Accounting or related field

Master's degree in Taxation or Accounting

Tools

MS Word

MS Outlook

MS Excel

Job description

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation’s top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you’ll still be working with the same dedicated team and receiving the same high-quality service you’ve come to rely on.

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 21 major markets coast to coast.

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 is 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 of 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

• 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 necessary

Preferred Qualifications

• Master’s 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 Excel

Minimum Qualifications Required

• Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
• 10 years experience in public accounting or related field
• 10 years supervisory experience
• Must have an active CPA license
• 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

The annual salary target for this job in this market is $250,000-$400,000. 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 employee’s 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.