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Tax Supervisor | Private Client Services (PCS)

CBIZ INC - San Jose, CA, 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)

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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
Senior From the posting source checked Jun 20, 2026
Work mode
Onsite From the posting source checked Jun 20, 2026
In-office days
5 days From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
Not verified

Company

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 Supervisor | Private Client Services (PCS) San Jose, CA, United States #LI-Onsite #LI-JF1 Essential Functions and Primary Duties Tax Compliance Assist in the preparation and review of complex individual and family tax returns for high net worth clients. Ensure accuracy and compliance with relevant tax laws and regulations. Collaborate with clients and internal teams to gather necessary information for tax filings. Tax Planning Support Contribute to the development and implementation of tax planning strategies for high net worth individuals and families. Assist in researching and analyzing tax issues to provide recommendations for clients. Stay updated on changes in tax laws and communicate their impact to the team and clients. Client Interaction Build and maintain positive relationships with high net worth clients. Respond to client inquiries as well as to notices from various tax authorities and provide support on related matters. Assist in client meetings and presentations as needed. Research and Analysis Conduct tax research to stay informed about new regulations and industry developments. Analyze financial data and documents to identify tax planning opportunities and potential issues. Present findings to senior team members and clients. Collaboration and Teamwork Work closely with other tax professionals and departments to ensure seamless service delivery. Provide support to tax managers and directors as needed. Foster a collaborative and positive team environment. Preferred Qualifications 3+ years of experience in tax compliance and planning, preferably with exposure to high net worth clients. Previous experience in public accounting or a similar tax-related role is beneficial. Knowledge of

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.

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