Tax Managing Director

Posted 9 Days Ago
Be an Early Applicant
Bellevue, WA, USA
Hybrid
Expert/Leader
Consulting • Financial Services
The Role
Leads a specialized tax practice by managing client relationships, business development, cross-selling, budgeting, billing, collections, quality control, and team performance. Coaches staff, cultivates a positive culture, oversees department planning and marketing, ensures business goals are achieved, and may participate in senior operations management. Requires strong tax, accounting, leadership, communication, and client-service expertise, along with an active CPA or equivalent certification.
Summary Generated by Built In

#LI-DZ1 #LI-Hybrid 

Responsibilities

 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  
  • Must have active CPA or equivalent certification

Qualifications

Minimum Qualifications 

  • Bachelor's degree 
  • 10 years of experience in public accounting or related field
  • 10 years supervisory experience
  • 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 a related field
  • 10 years of supervisory experience
  • Ability to manage deadlines, multiple assignments, and priorities
  • Proficient use of applicable technology
  • Strong verbal and written communication skills across organizational levels
  • High level of business integrity, client service, and leadership skills
  • Ability to travel based on client and business needs
  • Active CPA or equivalent certification
  • Master's degree in Accounting, Taxation, or a related field
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Cleveland, OH
3,512 Employees

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.

Similar Jobs

In-Office or Remote
2 Locations
3512 Employees

Square Logo Square

Senior Data Scientist

eCommerce • Fintech • Hardware • Payments • Software • Financial Services
Remote or Hybrid
Seattle, WA, USA
12000 Employees
168K-297K Annually

Expedia Group Logo Expedia Group

Sr Manager, Strategic Payments Partnership

AdTech • eCommerce • Information Technology • Software • Travel • Generative AI
Hybrid
Seattle, WA, USA
16000 Employees
146K-234K Annually

Expedia Group Logo Expedia Group

Program Manager

AdTech • eCommerce • Information Technology • Software • Travel • Generative AI
Hybrid
Seattle, WA, USA
16000 Employees
146K-234K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account