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Tax Director

2 days ago

Portland, Maine, United States CBIZ Full time
Description

#LI-DE1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

  • Oversee delivery of tax services to individual and business clients
  • Expand revenue of existing clients
  • Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
  • Manage practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
  • May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
  • Serve as key client contact; viewed as a trusted business advisor by clients
  • Ensure quality control standards are met
  • May work directly with clients and manage staff
  • May be the internal advisor on technical matters as a Subject Matter Expert
  • Drive a team environment; demonstrate support of management decisions and builds a positive culture
  • Additional responsibilities as assigned

Preferred Qualifications

  • Master's degree preferred in Accounting, Taxation or related field preferred
Qualifications

Minimum Qualifications 

  • Bachelor's degree required
  • 8 years of experience in public accounting or related field
  • 6 years of 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