Tax Managing Director

Tax Managing Director (Private Client Services) w/ Top #10 National CPA Firm - Providence, RI

Our client is a Top #10 National CPA firm that is performing a very select search for a Tax Managing Director to join their team in Providence, RI on a hybrid schedule. The ideal Managing Director has led a private client services group, worked extensively with high-net-worth individuals on large complex returns, and are coming from an established CPA Firm.

Benefits:

• Managing Director: $200,000 - $500,000 (Base)
• Bonuses (Team & Individual): To Be Discussed
• Healthcare: Medical, Dental, Vision, Life, and Disability Insurance Plans
• 401k w/ Match

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

• Bachelor's degree
• 10 years of experience in public accounting or related field
• 10 years 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