Tax Managing Director

CBIZ

Boca Raton (FL)

On-site

USD 140,000 - 200,000

Full time

14 days+

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Benefits offered by this job

Comprehensive medical insurance
Retirement savings
Education assistance
Education assistance
Referral program

Job summary

A leading professional services firm in Boca Raton, Florida, seeks an experienced individual to enhance client relationships and expand business practices. The ideal candidate will have a master's degree, an active CPA, and extensive public accounting experience. Responsibilities include coaching staff, ensuring quality control, and managing a specialized department. The firm values integrity, client service, and offers comprehensive benefits, making it a great place to further your career.

Qualifications

  • 10 years of experience in public accounting or related field.
  • 10 years supervisory experience.
  • Ability to manage deadlines and prioritize assignments.
  • Proficient use of applicable technology.
  • Strong verbal and written communication at all organizational levels.
  • Demonstrated business integrity, client service and leadership.
  • Must travel as needed for clients and engagements.

Responsibilities

  • Demonstrate proactive client contact; viewed as a trusted business partner.
  • Expand business practice and cultivate new clients.
  • 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.

Skills

Leadership
Communication
Time management
Project management
Travel flexibility

Education

Master's degree in Accounting/Taxation or related field

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
  • 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. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

Compensation & Benefits

The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and detail insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

Notice to Candidates Requiring Sponsorship

At this time, CBIZ is not engaging with applicants who require sponsorship.

Reasonable Accommodation

If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com .

Equal Opportunity Employer

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.

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