Director of Client Service Management working with Fidelity to support next - generation transfer agent operations. Building client relationships and improving operational health through strategic oversight and collaboration.
About the role
- Tax Manager responsible for tax engagements for private clients at CBIZ. Overseeing team deliverables and providing tax advisory based on industry trends in a hybrid work environment.
Responsibilities
- Complete all aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement directors and adhere to all quality control standards as required
- Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the client’s organization, procedures and internal policies
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
- Manage and retain multiple client relationships, engagements and special projects
- Develop overall engagement budget
- Consistently meet charge hour goals
- Responsible for billing and realization on assigned clients; explain variances
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and build a positive culture
- Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
- Additional responsibilities as assigned
Requirements
- Bachelor’s degree
- 6 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
Benefits
- Health insurance
- Professional development opportunities
- Remote work options
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Tax Director responsible for managing private client services at CBIZ, driving revenue growth, and ensuring quality control. Requires extensive experience in public accounting and leadership skills.
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