Tax Director | Private Client Services
CBIZ
Job Title
Be the First to Apply
Job Description
Essential Functions and Primary Duties
- Expand revenue of existing clients
- Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
- Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
- May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
- Serve as key client contact; viewed as a trusted business advisor by clients
- Ensure quality control standards are met
- May work directly with clients and manage staff
- Maybe the internal advisor on technical matters as a Subject Matter Expert
- Maybe a member of the Senior Operations Management Team
- Drive a team environment; demonstrate support of management decisions and builds a positive culture
- Additional responsibilities as assigned
Preferred Qualifications
- Master's degree preferred in Accounting, Taxation or related field preferred
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
About Us
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.
CBIZVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Director | Private Client Services in Providence, RI vacancy
- A leading professional services firm in Providence, RI, is seeking a qualified professional to expand client revenue and manage practice effectively. The position requires a Bachelor's degree and at least 8 years of experience in public accounting. Applicants must hold...Private client
$160k - $300k
...Primary Duties Expand revenue of existing clients Responsible for short-term and long-term... ...high level of business integrity, client service and leadership skills Must be able to travel... ...knowledge and expertise in accounting, tax, advisory, benefits, insurance, and...Private clientTemporary work$200k
...engagement team and directly interact with clients and family office personnel to ensure communication and coordination of timely service Successfully develop, nurture and... ...which include consulting, compliance, and tax planning services Consult with client service...Private clientWork at office$90 - $120 per hour
Ernst & Young Oman is seeking a Seasonal Tax Manager for Private Client Services to review complex tax returns and provide compliance guidance. This remote role focuses on high-net-worth individuals and families, ensuring compliance with federal and state regulations. Candidates...Private clientRemote jobHourly paySeasonal work$90 - $120 per hour
EY seeks a Seasonal Tax Manager for Private Client Services in the United States. This role involves serving privately held companies and their owners, focusing on complex tax planning and compliance. You'll lead reviews of individual tax returns, manage tax compliance...Private clientRemote jobHourly paySeasonal work$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager for Private Client Services specializing in complex tax compliance. This position allows you to work remotely within the United States. You'll review individual tax returns and implement tax planning for high...Private clientRemote jobHourly paySeasonal work- KLR is seeking a Tax Manager to join our Private Client Services Team on a flexible hybrid basis, providing tax and consulting services to high net worth clients. Responsibilities include ensuring timely tax filings, managing multiple client engagements, and developing...Private clientLocal areaFlexible hours
$120k - $145k
...KLR KLR is one of the largest full‑service CPA and business advisory firms in... ...+ person firm provides assurance, tax, and business advisory services to private and publicly‑held companies... ...a Tax Manager to join our Private Client Services Team on a flexible hybrid...Private clientFull timePrivate practiceLocal areaMonday to FridayFlexible hoursAfternoon shift$90 - $120 per hour
Location: Anywhere in Country Seasonal Tax Manager - Private Client Services Private Client Services (PCS) is a growing practice within EY, and you’ll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies...Private clientHourly paySeasonal workRemote workFlexible hours- ...accounting matters from team members and upper level client management Has intermediate to advanced level tax preparation skills Performs a detailed review... ...CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With...Private clientWork at office
$76k - $125.3k
...focuses on technically demanding tax planning and compliance... ...of contact for a wide range of clients and colleagues, delivering comprehensive... ...Knowledge of hedge fund and private‑equity K‑1s Researching tax... ...based on tailored service Maintaining expertise through...Private clientLocal areaFlexible hours$35 - $44 per hour
...Wealth Manager Client Service Associate The Wealth Manager Client Service Associate (CSA) is responsible for providing day-to-day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client...Private clientHourly payFull timeLocal areaMonday to FridayFlexible hoursShift work- ...Management Implementation Training Analyst Our client is embarking on a strategic initiative... ...on enabling client onboarding and servicing for Deposit, Cash Management, and Treasury... ...program aims to support Commercial and Private banking clients by enhancing their onboarding...Private clientContract workRemote work
- A luxury yacht dealership is seeking a Sales Director to enhance client relationships and drive sales of new and pre-owned yachts. This role involves partnering with service teams to ensure an exceptional ownership experience and must excel at maintaining relationships...
- ...Serve as a SALT subject matter expert for clients within the financial services industry, including asset managers, banks, insurance companies, private credit, fintech, and other financial... ...engagements addressing complex multistate tax issues unique to financial services...Work at officeLocal area
- ...International Tax Senior Manager Withum is a place where talent thrives - where... ...Career Starts with You. Withum's Tax Services Group is made up of a brilliant team of... ...Tax Credit, as well as International and Private Client services This International Senior Manager...Private clientWork at officeLocal area
$120k - $140k
KLR is seeking a Tax Manager for its Strategic Business Solutions Group. The role, based in... ..., involves serving as the primary client contact, overseeing various engagements, and managing staff to ensure quality service is delivered in a timely manner. Candidates...Full time$148k - $185k
...transformative change in healthcare. What We’re Looking For: The Manager, Client Success will be working with designated clients to ensure that... ..., managing day-to-day needs and ensuring smooth delivery of services. Lead and coach a team of account managers that service...Flexible hours- A leading fitness cleaning service is seeking a City Manager (Part-Time) to represent them in Rhode Island. In this flexible role, you'll oversee local operations, maintain client relationships, and ensure service quality through on-site visits. Ideal candidates will have...Part timeLocal areaFlexible hoursWeekend workAfternoon shift
$28.5 per hour
...brand is seeking a part-time City Manager to oversee local operations in Cranston, RI. The role involves conducting client walkthroughs, ensuring service quality, and building long-term relationships. Ideal candidates should have a background in sales or business development...Part timeLocal areaAfternoon shift$55k - $70k
...focused Personal Lines Account Manager to join our growing insurance agency. This roleis responsible formanaging and servicing a book of personal insurance clients, ensuring their policies are current,accurate, and tailored to meet their specific needs. Responsibilities...- ...who are interested in joining a fast-growing team providing tax co-sourcing/outsourcing services to global Private Equity Funds. Essential Functions and Primary Duties Expand revenue of existing clients Responsible for short-term and long-term business planning...Temporary work
- ...Job Title Lead Nonprofit Tax Compliance Consultant Job Description... ..., including public charities, private foundations, educational and health & human services organizations. Review and... ...a trusted advisor to nonprofit clients on tax-exempt compliance matters...Temporary workLocal area
- A leading infrastructure services company in Providence is seeking an Operations Supervisor to oversee daily operations, ensuring safety protocols and customer service standards are met. The ideal candidate will have supervisory experience and expertise in underground...
- ...created role of Manager, Accounting Services , reporting directly to the Director of Accounting. You will be... ..., multi‑currency transactions, and tax compliance requirements Excellent... ...Services, and Transportation. We help our clients deliver vital services more efficiently...Full timeContract workPart timeWork experience placementWork at officeLocal areaFlexible hours
$78.5k - $135.6k
...Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We create shared success through teamwork, energy, and... ...National Deal Advisory practice supports M&A activities of Private Equity clients and strategic corporations across the US and...Private clientRemote work$130k - $180k
...activities, participate in discussions with clients, and assist with drafting deliverables.... ..., identifying opportunities for expanded services Developing outside relationships with a... ...Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves...Work experience placementWork at officeLocal area- ...treasury expert supporting a dedicated portfolio of Private Equity, Venture Capital, and Private Bank clients. This role partners closely with Preferred Bankers... ..., or digital banking experience within financial services Experience supporting high‑touch or high‑net‑...Private clientWork at officeLocal areaMonday to Friday
$127.9k - $291.9k
...gives you the opportunity to focus on US and global tax information reporting and withholding matters.... ...and withholding engagements across all financial services sectors. We offer the specialization in assisting clients with mission‑critical tax and customer reporting...Summer holidayFlexible hours- ...financial goals while aligning their portfolios with their values. With a collaborative and client-focused approach, we aim to make a meaningful impact in the financial services industry. Our focus is on high net worth individuals with a specific focus on the education...Full timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Director | Private Client Services. Be the first to apply!
Related searches
- senior tax director Providence, RI
- hedge fund private equity tax manager Providence, RI
- tax manager public accounting Providence, RI
- remote tax manager Providence, RI
- senior international tax manager Providence, RI
- tax director Providence, RI
- tax manager Providence, RI
- sr tax manager Providence, RI
- indirect tax manager Providence, RI
- state tax manager Providence, RI