Talent.com
Tax Supervisor | Private Client Services

Tax Supervisor | Private Client Services

CBIZUSA, Rhode Island, Providence
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

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 Private Client Services practice is one of the largest practices in New England, servicing clients both locally and nationally. Our client base is made up of 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 PCS 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 and long lasting relationships with our clients, as a trusted advisor.

Essential Functions and Primary Duties

  • Supervise all aspects of accounting, tax or audit engagements for clients including status updates to

engagement managers and adhere to all quality control standards as required

  • Develop a thorough understanding of the client's business, contributing to the analysis and planning of
  • client engagements

  • Adhere to engagement budget constraints and complete assigned tasks within the time requested,
  • explain variances when needed

  • Achieve charge hour goals
  • Review engagement team members' accounting, tax or auditing work : provide constructive review points
  • Supervise and guide team members on engagements, fostering a collaborative and productive work
  • environment

  • Train and mentor engagement team members, supporting their technical and professional development
  • Assist in the client billing process with Managers, Directors or Managing Directors
  • Identify an industry or area of specialization and develop skills, knowledge and expertise in that area
  • Leverage industry knowledge and business acumen blending cross serve opportunities into client
  • engagements

  • Participate in practice development activities, such as membership in qualified organizations, capable of
  • referring potential engagements

  • Execute administrative duties as assigned
  • Additional responsibilities as assigned
  • Preferred Qualifications

  • Knowledge of accounting principles and auditing / tax standards to effectively supervise staff and solve routing engagement problems.
  • Experience with accounting software, Caseware preferred.
  • Solid organization skills with a demonstrated ability to multi-task.
  • Minimum Qualifications

  • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
  • At least 3 years of experience in public accounting or related field
  • 1 year supervisory experience preferred
  • CPA candidates preferred
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as
  • necessary

  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both
  • internally and externally

  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs
  • In compliance with states that have an active pay transparency law

    The annual salary target for this job in this market is $90,000 - $140,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position. Outside of base compensation there are opportunities for - Commissions and / or Annual Bonuses (variable depending on firm and associate performance).

    The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.

    The application window is anticipated to close on or before 7 / 10 / 2026

    #LI-DE1

    #LI-Hybrid

    serp_jobs.job_alerts.create_a_job

    Client Service Supervisor • USA, Rhode Island, Providence

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitBrockton, Massachusetts
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert - Local

    Tax Expert - Local

    IntuitWHITINSVILLE, Massachusetts, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitCanton, MA, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    KPG AlliedWesterly, RI, US
    serp_jobs.job_card.permanent
    KPG Allied is seeking a travel Physical Therapist for a travel job in Westerly, Rhode Island.Job Description & Requirements. Candidates must have at least 1 years of paid experience in the last ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Tax Accountant - 2 Yrs Paid Tax Experience Required

    Senior Tax Accountant - 2 Yrs Paid Tax Experience Required

    IntuitSaunderstown, RI, United States
    serp_jobs.job_card.full_time
    Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United Sta...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Tax Manager | High Net Worth

    Tax Manager | High Net Worth

    CBIZUSA, Rhode Island, Providence
    serp_jobs.job_card.full_time
    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 a...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Customs and Border Protection Officer - Experienced (GS9)

    Customs and Border Protection Officer - Experienced (GS9)

    U.S. Customs and Border ProtectionNewport, RI, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Senior

    Tax Senior

    GPACWhitinsville, MA, US
    serp_jobs.job_card.full_time
    Gpac houses a team of professional Recruiters who specialize in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Work remotel...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Medical Solutions AlliedWesterly, RI, US
    serp_jobs.job_card.full_time
    Medical Solutions Allied is seeking a travel Physical Therapist for a travel job in Westerly, Rhode Island.Job Description & Requirements. We’re seeking talented healthcare professionals w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border ProtectionKingston, RI, United States
    serp_jobs.job_card.full_time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Manager

    Tax Manager

    GPACNorton, MA, US
    serp_jobs.job_card.full_time
    Gpac houses a team of professional Recruiters who specialize in the Public Accounting industry! The reputable clients we partner with are looking to add dedicated talent to their team! Work remotel...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    IntuitWHITINSVILLE, Massachusetts, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    IntuitNew Bedford, Massachusetts
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitREHOBOTH, Massachusetts, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    Tax Senior

    Tax Senior

    GpacLincoln, Rhode Island, United States
    serp_jobs.job_card.full_time
    serp_jobs.filters_job_card.quick_apply
    Join a team that promotes a work-life balance and values their employees with recognition and team functions!.Prepare federal, state, and local tax returns for corporations, partnerships and high-n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Tax Expert

    Tax Expert

    IntuitREHOBOTH, Massachusetts, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Ardor Health SolutionsWesterly, RI, US
    serp_jobs.job_card.full_time
    Ardor Health Solutions is seeking a travel Physical Therapist for a travel job in Westerly, Rhode Island.Job Description & Requirements. Ardor Health Solutions is looking for a Physical Therapis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Tax Expert - 2+ Yrs Paid Tax Experience Required

    Tax Expert - 2+ Yrs Paid Tax Experience Required

    IntuitREHOBOTH, Massachusetts, United States
    serp_jobs.job_card.full_time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days