Tax Director | Private Client Services

#LI-DE1 #LI-Hybrid Essential Functions and Primary Duties 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 Preferred Qualifications 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 Minimum Qualifications 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