Lead tax accounting representative at FIS managing trust tax accounts and ensuring compliance across multiple filings. Collaborating with the team to resolve complex tax issues and filings in US trust tax context.
About the role
- Director overseeing outsourced accounting services for clients at CBIZ, a provider of professional services. Focused on revenue expansion and business planning.
Responsibilities
- 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
- Manage 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
- Travel periodically to client sites on an as-needed basis
- Travel periodically for industry conferences and other marketing events
- May work directly with clients and manage staff
- May be the internal advisor on technical matters as a Subject Matter Expert
- May be a member of the Senior Operations Management Team
- Drive a team environment; demonstrate support of management decisions and build a positive culture
- Additional responsibilities as assigned
Requirements
- Bachelor's degree required
- 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 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
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