Tax Supervisor | Private Client Services

Cbiz

  • Hartford, CT
  • $90,000 per year
  • Permanent
  • Full-time
  • 1 month ago
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.Our Private Client Services practice is one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up of multi-generation family clients that make use of some the most sophisticated tax planning structures to minimize income, gift and estate taxes, along with charitable planning. Many of our PCS clients maintain their own multi-employee Family Office to manage the Family wealth. This practice also works with some of the largest investment advisory firms and estate and trust law Firms, both locally and nationally. It is our goal to develop strong and long lasting relationships with our clients, as a trusted advisor.Essential Functions and Primary Duties
  • Identifying tax planning for clients.
  • Prepare complex returns with minimal supervision and minimal errors.
  • Review moderately complex returns prepared by others, identifying issues, errors, omissions and planning opportunities.
  • Successfully completes research on highly complex tax matters, demonstrating thorough knowledge of the problems, issues and best solutions according to the circumstances.
  • Provide tax advisory services to the clients.
  • Communicates with the client.
  • Recognizes additional services opportunities.
  • Keep current on professional announcements.
  • Proactively participates in professional development opportunities, i.e. Mentoring Program.
  • Present on a technical topic(s) for level training.
  • Cultivate effective relationships with client and staff.
  • Create positive impressions with client by exhibiting professional competency and ability.
Preferred Qualifications
  • Knowledge of accounting principles and auditing/tax standards to effectively supervise staff and solve routing engagement problems.
  • Experience with accounting software, Caseware preferred.
  • Solid organization skills with a demonstrated ability to multi-task.
Minimum Qualifications
  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
  • At least 3 years of experience in public accounting or related field
  • 1 year supervisory experience preferred
  • CPA candidates preferred
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as
necessary * Demonstrated ability to communicate verbally and in writing throughout all levels of organization, bothinternally and externally * Proficient use of applicable technology
  • Must be able to travel based on client and business needs
In compliance with states that have an active pay transparency lawThe annual salary target for this job in this market is $90,000 - $140,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position. Outside of base compensation there are opportunities for – Commissions and/or Annual Bonuses (variable depending on firm and associate performance).The compensation above is not representative of an employee’s total compensation. Beyond income, should you become a full-time team member, 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, paid holidays, paid vacation, sick leave and much more.The application window is anticipated to close on or before 7/9/2026#LI-DE1#LI-Hybrid

Cbiz