Tax Director

CBIZ, Inc. • San Jose, CA

144d • $150,000 - $250,000

About The Position

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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

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
• Manage practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
• 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
• Work directly with clients and manage staff
• Act as 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

Benefits

• Comprehensive medical and dental insurance
• Retirement savings
• Life and disability insurance
• Health care and dependent care reimbursement accounts
• Certification incentives
• Education assistance
• Referral program
• Paid holidays
• Paid vacation
• Sick leave
• And much more

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees