HIGH NET WORTH TAX DIRECTOR

Century Business Services   •  

Providence, RI

Industry: Accounting, Finance & Insurance

  •  

8 - 10 years

Posted 27 days ago

We serve private and public companies in more than a dozen industries; not-for-profit organizations; and high net-worth individuals and family groups. When you choose CBIZ & MHM New England, you get proactive, accessible professionals who communicate in understandable terms, and deliver practical solutions on time, with no surprises, to help your organization thrive.

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
  • 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 personal marketing plan
  • Serve as key client contact; viewed as trusted business advisor by clients
  • Ensure quality control standards are met
  • May work directly with clients and manage staff
  • May be 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 builds a positive culture
  • Additional responsibilities as assigned

Minimum Qualifications Required

  • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field
  • preferred
  • 8 years of experience in public accounting or related field
  • 6 years supervisory experience
  • Must have active CPA or equivalent certification