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Tax Managing Director

4 months ago

Phoenix, United States CBIZ, Inc. Full time

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions:

* 2022 Best and Brightest Companies to Work for in the Nation
* 2023 Top Workplaces USA
* 2022 America's Best Mid-Size Employers
* 2022 Best and Brightest Companies in Wellness
* 2022 Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

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



Minimum Qualifications Required

* 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