Director | Transaction Advisory Services

#LI-BL1 #LI-Hybrid

Essential Functions and Primary Duties

• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
• Serve as key client contact; viewed as a trusted business advisor by clients
• Ensure quality control standards are met
• May work directly with clients and manage staff
• Maybe the internal advisor on technical matters as a Subject Matter Expert
• May be a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned 
   

Preferred Qualifications

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

Minimum Qualifications

• Bachelor's degree required

• 8 years of experience in public accounting or related field

• 6 years of 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