Tax Managing Director

CBIZ•San Diego, CA

23h•Hybrid

About The Position

The Tax Managing Director will be responsible for proactive client contact, viewing clients as trusted business partners. This role involves expanding the business practice, cultivating new clients, and increasing services to existing clients, including cross-serving opportunities. The Managing Director will coach staff on business development strategies and may have direct profit responsibility for a specialized department. Key responsibilities include ongoing planning, marketing, and business development of a specialized department, ensuring the team and/or department meet budgeted goals. The role also encompasses practice billing, timely collection of fees, and participation 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 crucial. This position may be a member of the Senior Operations Management Team, with additional responsibilities as assigned.

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