Tax Managing Director | High Net Worth

Job Description

#LI-SH1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

• Demonstrate proactive client contact; viewed as a trusted business partner
• Expand business practice; cultivate new clients; increase services to existing clients including cross serving opportunities
• Coach staff on business development strategies
• Could have direct profit responsibility for specialty practice
• Responsible for ongoing planning, marketing and business development of a specialized department
• Responsible for team and or department meeting budgeted goals
• Responsible for practice billing and timely collection of fees
• Participate in various administrative aspects of managing business unit
• Establish team environment and a positive culture
• Ensure quality control standards are met
• May be a member of the Senior Operations Management Team
• Additional responsibilities as assigned

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field

Qualifications

Minimum Qualifications

• Bachelor's degree
• 10 years of experience in public accounting or related field
• 10 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.