Tax Director – Private Client Services
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Greenwich • Connecticut • United States
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Salary
💰 $160,000 - $300,000 per year
Job Level
About the role
- 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
Requirements
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
public accountingbusiness planningbilling managementrealization managementcharge hour objectivesbusiness developmentmarketing plan executionquality controlsupervisory experienceclient service
Soft Skills
communicationleadershipteam environmentbusiness integrityclient advisorypositive culturedeadline managementprioritizationinterpersonal skillstrust building
Certifications
Bachelor's degreeCPA