Sr. Client Service Specialist managing client risk management solutions for The Baldwin Group in Texas. Working closely with advisors and dedicated professionals to analyze client data and evaluate needs.
About the role
- Tax Director managing client relationships for public accounting firm. Driving business growth and providing strategic advisory services to existing clients while ensuring quality control.
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
- Manager 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
- May work directly with clients and manage staff
- Maybe the internal advisor on technical matters as a Subject Matter Expert
- Maybe a member of the Senior Operations Management Team
- Drive a team environment; demonstrate support of management decisions and builds 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
- Must have 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 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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