Tax Managing Director

CBIZHouston, TX
Hybrid

About The Position

The Tax Managing Director will be responsible for proactive client contact, viewing themselves as a trusted business partner. This role involves expanding the business practice, cultivating new clients, and increasing services to existing clients, including cross-serving opportunities. The position may have direct profit responsibility for a specialty practice and is responsible for the ongoing planning, marketing, and business development of a specialized department. The Managing Director will ensure the team and/or department meet budgeted goals, manage practice billing and timely collection of fees, and participate in various administrative aspects of managing the business unit. Establishing a team environment and a positive culture, while ensuring quality control standards are met, are key aspects of this role. This position may also be a member of the Senior Operations Management Team.

Requirements

  • 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

Nice To Haves

  • Master's degree in Accounting, Taxation or related field
  • Must have active CPA or equivalent certification

Responsibilities

  • 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
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