Tax Director responsible for managing private client services at CBIZ, driving revenue growth, and ensuring quality control. Requires extensive experience in public accounting and leadership skills.
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
Client Service Representative providing exceptional support for international clients in B2B technology services. Requires fluent French and English in a hybrid work model.
Head of Support managing post - sale technical client services for Broadridge's Sentry business. Responsibilities include installation, troubleshooting, and team management within a cloud - based software environment.
Home Builder Finance Banking Assistant providing support to Relationship Managers and handling customer requests. Duties include preparing documents, maintaining records, and assisting with service transactions.
Senior Client Service Manager I supervising a team for client reporting at TIAA Global Capabilities. Ensuring accuracy in reports and managing team performance in Pune, India.
Client Services Manager II at TIAA enhancing client satisfaction and operational efficiency in retirement benefits. Collaborating with partners to implement business plans and managing administrative tasks.
Regional Director overseeing HRP and ERP service delivery across UK, Africa, and Middle East for TydeCo. Leading teams to ensure client satisfaction and operational excellence in a strategic role.
Client Service Administrator providing critical support to retirement and private wealth clients. Performing clerical and administrative tasks to assist with client account retention and service excellence.
Client Services Consultant at WorkNest providing onboarding and training support for HR software clients. Working in a hybrid, collaborative environment based in Glasgow.
Manager Client Services at Pulse Advertising overseeing social media strategies and client relationships. Collaborating with internal teams to deliver impactful campaigns and report performance metrics.