FewerJobs.
All jobs

Tax Director | Private Client Services

CBIZ INC - Boston, MA, United States

Posted Nov 9, 2025

Benefits

Parental leave
Not verified
Non-birth-parent leave
Not verified
Family-building benefits
  • Fertility benefits: Not verified
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
Not verified
Relocation assistance
Not verified
Childcare support
Not verified
Learning budget
Not verified
Verification
Not verified checked Jun 13, 2026
Salary
Not verified
401(k) match
Reported from DOL Form 5500 industry filing (not employer-specific)

Was this benefit information wrong? Tell us.

Market context

U.S. role benchmark (BLS OEWS)
$106,409 U.S. median for this role
Projected growth (BLS Employment Projections)
+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function
Finance From the posting source checked Jun 20, 2026
Seniority
Director Plus From the posting source checked Jun 20, 2026
Work mode
Hybrid From the posting source checked Jun 20, 2026
In-office days
2 days From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
Not verified

Company

Company stage
Public-company From the posting source checked Jun 20, 2026
Equity
Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter
Not verified
Assessment
Not verified
Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Tax Director | Private Client Services Boston, MA, United States #LI-DE1 #LI-Hybrid Essential Functions and Primary Duties Client Management 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 the unique needs of each client. Tax Planning and Strategy Develop and implement comprehensive tax strategies for high net worth individuals and families. Stay current on changes in tax laws and regulations to ensure compliance and maximize tax efficiency. Advise clients on wealth preservation, estate planning, and other tax-related matters. Team Leadership Manage and lead a team of tax professionals, including tax managers, senior tax consultants, and other staff. Provide guidance, mentorship, and support to team members. Oversee the workflow and ensure timely and accurate delivery of tax services. Compliance Ensure that tax returns, including Personal, fiduciary, foundation, gift and estate as well as related documents are prepared accurately and filed on time. Navigate the complexities of each of their individual tax strategies, challenges and provide solutions. Review complex tax returns and financial statements. Coordinate with other departments to gather necessary information for tax compliance. Business Development Identify opportunities to expand the firm's high net worth tax practice. Participate in business development activities, including networking events and client presentations. Work with the marketing team to develop promotional materials and strategies. Risk Management Assess and mitigate potential risks associated with tax planning and compliance. Implement internal controls and best practices to

Read the full description at ebez.fa.us2.oraclecloud.com. FewerJobs shows a preview and links to the original posting.

Apply at ebez.fa.us2.oraclecloud.com

Apply link verified; last checked Aug 10, 2026.

What verified means

Verified means a displayed claim has field-level provenance to a source FewerJobs pulled: a government or employer source, or the original job posting. Posting-sourced facts are employer-stated and are labeled separately from government records.

Related jobs