Director | Transaction Advisory Services

CBIZ•West Conshohocken, PA

4d•Hybrid

About The Position

This role is for a Director in Transaction Advisory Services. The position involves expanding revenue from existing clients, responsible for short-term and long-term business planning, and identifying business opportunities. The Director will manage practice effectively, meeting billing, realization, and days outstanding objectives. They may be required to meet business development revenue expectations by adding new clients, cross-serving existing clients, and executing a personal marketing plan. This role serves as a key client contact, acting as a trusted business advisor. Quality control standards must be met. The Director may work directly with clients and manage staff, potentially serving as an internal advisor on technical matters as a Subject Matter Expert. They may also be a member of the Senior Operations Management Team and drive a team environment, demonstrating support for management decisions and building a positive culture. Additional responsibilities may be assigned.

Requirements

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

Nice To Haves

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

Responsibilities

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
Maybe 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 builds a positive culture
Additional responsibilities as assigned