Tax Managing Director

CBIZ, Inc.

• $150K — $200K *
San Diego, CA 92154In-Person
Legal & Accounting
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • 10 years of experience in public accounting or related field
  • 10 years supervisory experience
  • Demonstrated ability to manage multiple assignments and deadlines
  • Strong communication skills at all organizational levels
  • Proven integrity and client service skills
  • Active CPA or equivalent certification preferred
  • Master's degree in Accounting, Taxation or related field preferred

Responsibilities

  • Demonstrate proactive client contact and build trusted business relationships
  • Expand business practice by cultivating new clients and enhancing services for existing clients
  • Coach staff on effective business development strategies
  • Oversee specialty practice with potential direct profit responsibility
  • Manage ongoing planning, marketing, and business development for a specialized department
  • Ensure the team's budgeted goals are met and maintained
  • Participate in administrative management of the business unit

Benefits

  • Hybrid work model
  • Opportunities for professional development
  • Collaborative team environment
  • Focus on quality control and client service
  • Exposure to senior operations management team
Full Job Description
Job Description

#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


* Ladders Estimates

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