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.
About the role
- Tax Senior Manager managing client engagements and leading teams in Private Client Services at CBIZ. Providing expert advice to clients while supervising and developing team members.
Responsibilities
- Regarded as a Subject Matter Expert within business unit and shares knowledge
- Make recommendations on internal department procedures
- Recognize business opportunities for our clients and for CBIZ
- Assume significant client responsibility as client's trusted advisor, is relied upon for 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
- Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
- Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
- Understand client's Qualified Plan needs (as applicable)
- Supervise, train and mentor staff; listen and communicate effectively
- Work to develop responsible, trained staff by conducting performance feedback and evaluations
- 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 experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Client Service Specialist at hand2mind, responding to customer inquiries and managing order fulfillment for key B2B accounts. Focus on exceptional service and problem - solving in a fast - paced environment.
Client Service Associate at Optimal facilitating connections between clients and market experts. Seeking individuals passionate about a career in a dynamic, global environment.
Tax Director managing client relationships for public accounting firm. Driving business growth and providing strategic advisory services to existing clients while ensuring quality control.
Client Service Representative handling customer service duties at VCA Veterinary Emergency Service. Supporting clients in an emergency and specialty veterinary facility in Middleton, WI with various shifts available.
Client Service Specialist supporting sales and client management staff in health insurance solutions. Handling administrative tasks and client communication to enhance workflows and responsiveness.
Client Services Officer managing public transport and clearway parking enquiries for the Department of Transport and Planning. Providing advice, processing payments, and ensuring accurate record keeping in Melbourne.
Client Services Associate responsible for KYC due diligence and compliance checks for clients at Vistra. Collaborating with the team to maintain relationships and streamline processes.
Client Service Associate managing intake of new clients and allocating service providers in Hybrid remote role. Collaborating and maintaining schedules to ensure service levels are met.
Tax Manager overseeing multiple client engagements and reviewing complex tax returns at EisnerAmper. Seeking dynamic individual with strong leadership skills and the aptitude to foster professional growth.