Tax Managing Director | Private Client Services

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
• 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