Tax Director | HNW

#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

• Maybe 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 preferred

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