Tax Managing Director | High Net Worth

#LI-SH1 #LI-Hybrid

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  

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