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 last checked Jun 13, 2026
- Salary
- Not verified
- 401(k) match
- Listed Source: EMPLR_CONTRIB_INCOME_AMT. source Last checked Jun 13, 2026.
Was this benefit information wrong? Tell us.
Market context
- Median wage (BLS OEWS)
- $111,944 national median
- Projected growth (BLS Employment Projections)
- +13.7% - Much faster than average
Matched to SOC 15-1252 - Data and ML aggregate by role bucket.
Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.
Schedule
- Shift type
- Not verified
- Weekend work
- Not verified
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
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Apply link verified; last checked Jun 13, 2026.
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