Tax Director | Private Client Services

CBIZ•Greenwich, CT

7d•Hybrid

About The Position

The Tax Director in Private Client Services is responsible for expanding revenue from existing clients, engaging in short-term and long-term business planning, and identifying business opportunities. This role involves effective practice management to meet billing, realization, and charge hour objectives. The Director may also be required to meet business development revenue expectations through new client acquisition, cross-service activities, and personal marketing plans. Serving as a key client contact, the individual will be viewed as a trusted business advisor and must ensure quality control standards are met. Responsibilities may include direct client work, staff management, acting as an internal technical advisor (Subject Matter Expert), and potentially being a member of the Senior Operations Management Team. Driving a team environment, supporting management decisions, and building a positive culture are also key aspects of this role. 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 preferred
Ability to work in the office and/or client location a minimum of 3 days per week

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
Maybe 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