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Accounting Jobs

Tax Manager Director - PCS

Marcum Search

Providence, RI

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JOB DETAILS
SALARY
SKILLS
Analysis Skills, Business Development, Certified Public Accountant (CPA), Communication Skills, Consulting, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Establish Priorities, Federal Laws and Regulations, High Net Worth, Leadership, Legal, Mentoring, Microsoft Excel, Microsoft Outlook, Microsoft Word, People Management, Presentation/Verbal Skills, Private Client Services, Public Accounting, Sales Prospecting, State Laws and Regulations, State Tax, Tax Accounting, Tax Planning, Tax Regulations, Team Lead/Manager, Technical Leadership, Technical Training, Technical/Engineering Design, Time Management, Willing to Travel, Writing Skills
LOCATION
Providence, RI
POSTED
1 day ago
Location
Providence RI

Job Type
Direct Hire/Permanent

Date Posted
Posted 1 Week ago

Tax Manager Director - PCS

Detailed Job Specifications Document

Our client is searching for a Tax Managing Director - Private Client Services in MA & RI.

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
  • 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
Compensation is between $220,000-$500,000K

CBIZ Talent Solutions is an Equal Opportunity Employer.
CBIZ Talent Solutions does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

About the Company

M

Marcum Search

Marcum Search LLC is the Talent Advisory arm of the Marcum Group, providing talent solutions on a national basis. Our permanent division offers contingency, contained and retained searches, and our temporary division is available for short and long term staffing resources. We have Birkman Certified specialists on staff for organizational behavioral assessments, and we can assist with payrolling services. Contact us for more information on how we can help you.
COMPANY SIZE
10,000 employees or more
INDUSTRY
Staffing/Employment Agencies
WEBSITE
https://www.marcumsearch.com/

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