#LI-DE1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
- Lead engagement team and directly interact with clients and family office personnel to ensure communication and coordination of timely service
- Successfully develop, nurture and manage client relationships by consistently providing clients timely and appropriate communication and services in relation to their needs
- Be viewed as trusted personal and business advisor by clients
- Direct multiple engagements which include consulting, compliance, and tax planning services
- Consult with client service team to design, communicate and implement innovative planning ideas for clients
- Guide and manage IRS and state audits
- Participate and actively contribute to new business development activities, including prospecting, networking and representing CBIZ at industry and related events
- Design and deliver technical training on Individual related tax topics
- Recruit, supervise, train, develop and motivate less experienced team members
- Promote a team environment; demonstrate support of management decisions and builds a positive culture
- Contribute to management of internal tax department through committee membership and group leader responsibilities
- Perform other responsibilities as necessary
Preferred Qualifications
- Master’s degree in Taxation or Accounting strongly preferred
- Comprehensive tax planning and consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulation
- Demonstrated success providing consultative service to high-net-worth individuals and families
- Market leading technical expertise in individual taxation with a strong working knowledge of trust, estate and gift taxation
- An ability to effectively present information and appropriately respond to questions from clients and team members
- A track record of successful new business development experience
- Excellent analytical, supervisory, organizational, and written and verbal communication skills necessary
- Experience and continued interest in developing and mentoring junior team members
- Proficiency in MS Word, Outlook and Excel
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
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- Bachelor's degree
- 10 years of experience in public accounting or related field
- 10 years supervisory experience
- Active CPA or equivalent certification
- Comprehensive tax planning and consulting experience with knowledge of federal and state tax laws
- Experience providing consultative service to high-net-worth individuals and families
- Working knowledge of trust, estate and gift taxation
- Ability to manage deadlines, prioritize multiple assignments, and meet client needs
- Proficient use of applicable technology
- Proficiency in MS Word, Outlook and Excel
- Ability to communicate effectively verbally and in writing at all organizational levels
- Demonstrated ability to recruit, supervise, train, develop and mentor junior team members
- Track record of new business development and client relationship management
- Must be able to travel based on client and business needs
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
