Tax Director | Private Client Services
CBIZ#LI-DE1 #LI-Hybrid
Essential 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