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Tax Director

3 weeks ago

San Jose, California, United States CBIZ Full time
Description

#LI-JF1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

  • 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
  • Manager 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
  • May be a member of the Senior Operations Management Team
  • Drive a team environment; demonstrate support of management decisions and build a positive culture
  • Additional responsibilities as assigned 

Preferred Qualifications

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