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FS216
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.
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Job Code:
FS216
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.
Essential Functions And Primary Duties
- Lead engagement team and directly interact with clients and family office personnel to ensure communication and coordination of timely service
- Successfully develop, nurture and manage client relationships by consistently providing clients timely and appropriate communication and services in relation to their needs
- Be viewed as trusted personal and business advisor by clients
- Direct multiple engagements which include consulting, compliance, and tax planning services
- Consult with client service team to design, communicate and implement innovative planning ideas for clients
- Guide and manage IRS and state audits
- Participate and actively contribute to new business development activities, including prospecting, networking and representing CBIZ at industry and related events
- Design and deliver technical training on Individual related tax topics
- Recruit, supervise, train, develop and motivate less experienced team members
- Promote a team environment; demonstrate support of management decisions and builds a positive culture
- Contribute to management of internal tax department through committee membership and group leader responsibilities
- Perform other responsibilities as necessary
- Master’s degree in Taxation or Accounting strongly preferred
- Comprehensive tax planning and consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulation
- Demonstrated success providing consultative service to high net worth individuals and families
- Market leading technical expertise in individual taxation with a strong working knowledge of trust, estate and gift taxation
- An ability to effectively present information and appropriately respond to questions from clients and team members
- A track record of successful new business development experience
- Excellent analytical, supervisory, organizational, and written and verbal communication skills necessary
- Experience and continued interest in developing and mentoring junior team members
- Proficiency in MS Word, Outlook and Excel
- Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
- 10 years experience in public accounting or related field
- 10 years supervisory experience
- Must have an 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 or 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
The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
CBIZ.Jobs Category: Tax
REASONABLE ACCOMMODATION
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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
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Seniority level
Seniority level
Director
Employment type
Employment type
Full-time
Job function
Job function
Business Development and SalesIndustries
Business Consulting and Services
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