Tax Managing Director

CBIZ; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

CBIZ in Houston seeks a senior operations leader to drive client growth, oversee a specialized department, and ensure achievement of budgeted goals.

You will coach staff, manage billing, and participate in strategic planning with cross-functional teams, while maintaining high standards of client service and integrity.

Travel may be required to meet client needs; CPA certification and 10 years in public accounting are preferred.

Qualifications

• Bachelor's degree with 10 years of public accounting or related field.
• Active CPA or equivalent certification.
• Ability to manage deadlines, work on multiple assignments and prioritize.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing across all levels.
• Willingness to travel based on client and business needs.

Responsibilities

• Demonstrate proactive client contact and expand business practice.
• Cultivate new clients and increase services to existing clients.
• Coach staff on business development strategies.
• Manage planning, marketing and budgeted goals for the department.
• Oversee practice billing and timely collection of fees.
• Participate in administrative aspects and maintain quality standards.

Skills

Client relationship management

Leadership

Communication

Strategic planning

Budgeting

Travel readiness

Education

Bachelor's degree in Accounting or related field

Master's degree in Accounting, Taxation or related field

Tools

Financial software

Job description

Essential Functions and Primary Duties

Demonstrate proactive client contact; viewed as a trusted business partnerExpand business practice; cultivate new clients; increase services to existing clients including cross serving opportunitiesCoach staff on business development strategiesCould have direct profit responsibility for specialty practiceResponsible for ongoing planning, marketing and business development of a specialized departmentResponsible for team and or department meeting budgeted goalsResponsible for practice billing and timely collection of feesParticipate in various administrative aspects of managing business unitEstablish team environment and a positive cultureEnsure quality control standards are metMay be a member of the Senior Operations Management TeamAdditional responsibilities as assigned

Preferred Qualifications

Master's degree in Accounting, Taxation or related field

Minimum Qualifications

Bachelor's degree 10 years of experience in public accounting or related field10 years supervisory experienceMust have active CPA or equivalent certificationAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProven high level of business integrity, client service and leadership skillsMust 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.