Tax Managing Director

CBIZ; Bellevue (WA); On-site; USD 150,000 - 190,000; Full time

Job summary

CBIZ, Inc. in Bellevue, WA seeks a Senior Operations Leader to manage a specialized department, drive profitability, and mentor staff. You will oversee planning, marketing, client relationships, budgeting, and billing, ensuring high-quality service and cross-selling opportunities.

The role requires a CPA or active certification and a master's degree in Accounting/Taxation or related field, with at least 10 years in public accounting and supervisory experience. Travel may be required.

Qualifications

• Bachelor's degree required; Master's in Accounting/Taxation preferred.
• CPA or equivalent certification active.
• 10 years in public accounting, with 10 years supervisory experience.

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.
• Direct profit responsibility for specialty practice.
• Oversee planning, marketing and business development of a specialized department.
• Ensure budgeted goals for team/department are met.
• Oversee billing and timely collection of fees.
• Participate in administrative aspects of managing the business unit.
• Establish team environment and a positive culture.
• Ensure quality control standards are met.
• May be a member of Senior Operations Management Team.

Skills

Leadership

Communication

Budgeting

Education

Bachelor's degree

Master's degree in Accounting/Taxation

CPA or equivalent certification

Job description

• 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

Job Description

Essential Functions And Primary Duties

• 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

Preferred Qualifications

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

Minimum Qualifications

• 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

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.