Tax Director

CBIZ; Kansas City (MO); On-site; USD 120,000 - 190,000; Full time

Job summary

CBIZ in Missouri seeks an experienced leader in public accounting to manage client relationships and drive growth. You will oversee short- and long-term business planning, billing, and staffing while acting as a trusted advisor to clients and cross‑selling services.

The role requires a CPA, eight years of public accounting experience, and six years of supervisory responsibility. Travel will be required as needed to serve clients and lead teams across CBIZ practices.

Qualifications

• Bachelor's degree required.
• CPA or equivalent certification active.
• 8 years of experience in public accounting or related field.
• 6 years of supervisory experience.
• Ability to manage deadlines, work on multiple assignments and prioritize.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing at all levels.

Responsibilities

• Expand revenue of existing clients.
• Identify business opportunities for CBIZ in addition to their individual practice.
• Manage billing, realization, days outstanding and charge hour objectives.
• Meet business development revenue expectations by adding new clients and cross-selling.
• Serve as key client contact and trusted business advisor.
• Ensure quality control standards are met.
• May work directly with clients and manage staff.
• May serve as a Subject Matter Expert on technical matters.
• Be part of the Senior Operations Management Team.
• Foster a team environment and positive culture.

Skills

Communication skills

Leadership

Time management

Client service

Business development

Education

Bachelor's degree required

Master's degree preferred in Accounting/Taxation or related field

Job description

Job Description

• 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

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

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

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.