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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax planning and compliance for high net worth individuals, with strong leadership capabilities to manage and develop a team while ensuring high-quality service delivery. Proficient in client relationship management and business development, with a solid understanding of tax laws and regulations.
Highest-signal resume keywords
Tax Planning and ComplianceClient Relationship ManagementLeadership and Team DevelopmentCPA CertificationBusiness Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax Strategy DevelopmentTax Law KnowledgeTax Return PreparationFinancial Statement ReviewWealth Preservation AdvisoryEstate PlanningRisk AssessmentInternal Controls ImplementationFiduciary Tax ManagementDeadline Management
Soft Skills
Interpersonal SkillsCommunication SkillsMentorshipClient ServicePresentation Skills
Tools & Technologies
Tax SoftwareFinancial Analysis ToolsCompliance Management Systems
Certifications & Qualifications
CPA Certification
Industry Keywords
High Net Worth IndividualsPublic AccountingTax ComplianceWealth ManagementClient Presentations
About the role
Key responsibilities & impact- 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 each client's needs
- Develop and implement comprehensive tax strategies for high net worth individuals and families
- Stay current on changes in tax laws and regulations
- Advise clients on wealth preservation, estate planning, and other tax-related matters
- Manage and lead a team of tax professionals
- Provide guidance, mentorship, and support to team members
- Oversee workflow and ensure timely and accurate delivery of tax services
- Ensure personal, fiduciary, foundation, gift, and estate tax returns and related documents are prepared accurately and filed on time
- Navigate individual tax strategies and challenges and provide solutions
- Review complex tax returns and financial statements
- Coordinate with other departments to gather information for tax compliance
- Identify opportunities to expand the firm's high net worth tax practice
- Participate in networking events and client presentations
- Work with marketing to develop promotional materials and strategies
- Assess and mitigate risks associated with tax planning and compliance
- Implement internal controls and best practices to ensure high-quality service delivery
Requirements
What you’ll need- 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
- 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
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🛡️ Insurance 🏥 Healthcare 🏭 Manufacturing Insurance
- Healthcare
- Manufacturing CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Tax Director – Private Client Services 🔥 45 minutes ago 🏢🏡 Boston – Hybrid 💵 $180k - $295k / year ⏰ Full Time 🔴 Lead 📁 Client Services 🦅 H1B Visa Sponsor 👻 Ghost score 1% Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- 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 each client's needs
- Develop and implement comprehensive tax strategies for high net worth individuals and families
- Stay current on changes in tax laws and regulations
- Advise clients on wealth preservation, estate planning, and other tax-related matters
- Manage and lead a team of tax professionals
- Provide guidance, mentorship, and support to team members
- Oversee workflow and ensure timely and accurate delivery of tax services
- Ensure personal, fiduciary, foundation, gift, and estate tax returns and related documents are prepared accurately and filed on time
- Navigate individual tax strategies and challenges and provide solutions
- Review complex tax returns and financial statements
- Coordinate with other departments to gather information for tax compliance
- Identify opportunities to expand the firm's high net worth tax practice
- Participate in networking events and client presentations
- Work with marketing to develop promotional materials and strategies
- Assess and mitigate risks associated with tax planning and compliance
- Implement internal controls and best practices to ensure high-quality service delivery 🎯 Requirements
- 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
- 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Vice President, Client Service Management 🕒 Yesterday BNY 10,000+ employees 💸 Finance 💳 Fintech 🏦 Banking Website LinkedIn All Job Openings BNY Vice President improving client service across financial products and operations. Escalating issues, guiding service evolution, and strengthening senior client relationships. 🏢🏡 Boston – Hybrid 💵 $69k - $185k / year ⏰ Full Time 🔴 Lead 📁 Client Services 🦅 H1B Visa Sponsor View More Client Services Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Remote jobs Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources About us Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass Resume Review AI Apply Copilot OpenClaw job finder API docs Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs