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Tax Senior Manager - High Net Worth

Company: CBIZ
Location: Boston
Posted on: September 20, 2023

Job Description:

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 has been honored to be the recipient of several national recognitions:--------- -

--- - - - - - - 2022 Best and Brightest Companies to Work for in the Nation--- -

--- - - - - - - 2023 Top Workplaces USA--- -

--- - - - - - - 2022 America's Best Mid-Size Employers--- -

--- - - - - - - 2022 Best and Brightest Companies in Wellness--- -

--- - - - - - - 2022 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.------ -

Our two New England offices, located in Boston, MA and Providence, RI have more than 270 professionals. Our depth of resources and services are uniquely suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and family group clients. We are also proud of our strong company culture. In 2022, our offices were recognized by -several local and national business journals as a Best Place to Work, including the Boston Globe, Boston's Best and Brightest, Providence Business Journal, and Forbes.
We are currently seeking an experienced Tax Senior 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

  • Develop and deliver quality tax consulting services and products for High Net Worth Individuals and Family Groups. Services include personal, fiduciary, foundation, gift and estate consulting

Keywords: CBIZ, Boston , Tax Senior Manager - High Net Worth, Accounting, Auditing , Boston, Massachusetts

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