Craig Klein has been elected managing director of CBIZ Tofias.
Klein is a member of the Tax Group and specializes in working with not-for-profit and education organizations.
"Craigs level of not-for-profit tax expertise is incredibly unique and distinguishes us from our competitors, said Tracy Gallagher, senior managing director of the New England business unit, in a statement. The election of Craig to managing director reflects our commitment to the not-for-profit and education industry and further positions CBIZ Tofias as a thought leader in the industry.
Prior to joining CBIZ Tofias, Klein worked in the Boston office of Deloitte Tax LLP. He has more than 17 years of experience in the tax industry. He works with complex not-for-profit organizations including educational, health and human services, and cultural organizations.
Klein assists his clients with their tax services needs including preparation and review of tax returns, advice and planning regarding unrelated business income, transactions, and issues related to maintenance of tax-exempt status. In addition, he has broad experience working with a variety of clients, including public companies, private companies, and high net worth individuals.
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