Tax Director | High Net Worth

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation’s top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you’ll still be working with the same dedicated team and receiving the same high-quality service you’ve come to rely on.CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.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.Our High Net Worth practice one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up of many multi-generation family clients that make use of some the most sophisticated tax planning structures to minimize income, gift and estate taxes, along with charitable planning. Many of our HNW clients maintain their own multi-employee Family Office to manage the Family wealth. This practice also works with some of the largest investment advisory firms and estate and trust law Firms, both locally and nationally. It is our goal to develop strong relationships with our clients, as a trusted advisor.Essential Functions and Primary DutiesExpand revenue of existing clientsResponsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practiceManager practice effectively meeting billing, realization, days outstanding and individual charge hour objectivesMay be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing planServe as key client contact; viewed as a trusted business advisor by clientsEnsure quality control standards are metMay work directly with clients and manage staffMaybe the internal advisor on technical matters as a Subject Matter ExpertMaybe a member of the Senior Operations Management TeamDrive a team environment; demonstrate support of management decisions and builds a positive cultureAdditional responsibilities as assignedPreferred QualificationsMaster’s degree preferred in Accounting, Taxation or related fieldpreferredAbility to work in the office and/or client location a minimum of 3 days per weekMinimum QualificationsBachelor’s degree required8 years of experience in public accounting or related field6 years of supervisory experienceMust have active CPA or equivalent certificationAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProven high level of business integrity, client service and leadership skillsMust be able to travel based on client and business needs#LI-DE1#LI-Hybrid #J-18808-Ljbffr

Created: 2025-09-17