Director · National
CBIZ, Inc. · New York, New York · Hybrid
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Lead and manage sophisticated tax planning and compliance for high net worth individuals families and closely held entities.
Worth knowing: May be required to travel based on client and business needs
Company: Job title: Tax Director I Private Client Services Location: New York, NY, United States #LI-CL1 #LI-Hybrid The Private Client Services (PCS) Tax Practice specializes in the taxation of gifts, trusts, estates, foundations, closely held entities and individual returns. 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; Recognize business opportunities for our clients and for CBIZ; Participate in business development activities, including networking, identifying referral opportunities, and assisting with proposal development. 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 advisor to high-net-worth individuals, multi-generational families, family offices, trustees, and closely held business owners. 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; Lead sophisticated tax planning engagements involving wealth transfer strategies, estate and gift tax planning, trust structures, charitable giving, and family succession planning. Maybe a member of the Senior Operations Management Team Drive a team environment; demonstrate support of management decisions and builds a positive culture Must be able to demonstrate ability to build and maintain relationships with attorneys, wealth managers, and other centers of influence. Preferred Qualifications Master's degree preferred in Accounting, Taxation or related field preferred Prior experience reviewing Forms 1040, 1041, 706, 709, 990 and complex pass-through entity returns. Prior experience reviewing alternative investments including private equity and hedge fund K-1’s; including knowledge base of Section 1061 attributes and foreign reporting Experience with family office structures and closely held businesses preferred.
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