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
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
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Apply link verified; last checked Aug 10, 2026.
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