With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ is honored to be the recipient of several national recognitions for 2023:

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Top Workplaces - Financial Services Industry
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

Join our growing success story in New England! With 300+ professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.

We are currently seeking an experienced Tax Manager who will have the opportunity to help lead our fast-growing High Net Worth/Private Client Service Practice for the New England Business Unit.

Essential Functions and Primary Duties

• Serve as client's trusted advisor - which include consulting, compliance, and tax planning services
• Consult with client service team to design and communicate innovative planning ideas for clients
• Work with client service team to ensure coordination and implementation
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
• Manage and retain multiple client relationships, engagements and special projects
• Develop overall engagement budget
• Responsible for billing and realization on assigned clients
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Other responsibilities as necessary

Preferred Qualifications

• 6+ years of tax compliance experience within a public accounting firm
• Comprehensive tax consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulation
• 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 a plus
• 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 required.
• Experience with ProSystem FX Engagement preferred
• Ability to travel as required by business

Minimum Qualifications Required

• Bachelor's degree required; Master's degree preferred in Accounting, Taxation, or related field
• 6 years of experience in public accounting or related field
• 3 years of supervisory experience
• Must have active CPA or equivalent certification

The annual salary target for this job in this market is $105,000-$155,000. 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.