What are the responsibilities and job description for the Tax Managing Director position at SR Staffing?
Tax Managing Director (Private Client Services) w/ Top #10 National CPA Firm - Providence, RI
Our client is a Top #10 National CPA firm that is performing a very select search for a Tax Managing Director to join their team in Providence, RI on a hybrid schedule. The ideal Managing Director has led a private client services group, worked extensively with high-net-worth individuals on large complex returns, and are coming from an established CPA Firm.
Benefits:
- Managing Director: $200,000 - $500,000 (Base)
- Bonuses (Team & Individual): To Be Discussed
- Healthcare: Medical, Dental, Vision, Life, and Disability Insurance Plans
- 401k w/ Match
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
Preferred Qualifications
- 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
Minimum Qualifications
- Bachelor's degree
- 10 years of experience in public accounting or related field
- 10 years 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
Salary : $200,000 - $500,000