CAREERS AT CBIZ

Client Services Manager - Family Office/PCS Tax in New York at CBIZ

Date Posted: 8/26/2019

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

We are seeking an exceptional managerial candidate that exhibits an executive presence, has highly effective interpersonal skills, can communicate effectively both orally and in writing, exhibits maturity and experience and distills confidence on the part of clients and coworkers through demonstration of experience and the provision of sound advice. 

The successful candidate will, in addition to the specific items below, be able to synthesize tax knowledge with accounting/finance and personal financial planning, have an advanced degree of financial acumen, be fluent in the latest personal financial planning techniques, exhibit exceptional analytical skills, utilize a practical and mature approach to problems, effectively manage staff and projects and deliver on commitments and deadlines.

Essential Functions and Primary Duties

  • Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
  • Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
  • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
  • Understand the client’s organization, procedures and internal policies
  • Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
  • Manage and retain multiple client relationships, engagements and special projects
  • Develop overall engagement budget
  • Consistently meet charge hour goals
  • Responsible for billing and realization on assigned clients; explain variances
  • Supervise, train and mentor staff; listen and communicate effectively
  • Foster a team environment; demonstrates support of management and decisions and build a positive culture
  • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
  • Additional responsibilities as assigned

Preferred Qualifications

  • CFP designation is a plus
  • Multi-lingual capabilities, especially Spanish, is a plus
  • Minimum of 7 years of solid and relevant experience in the area of accounting, high-wealth advisory and financial planning.
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Demonstrated use of Microsoft Office Suite, Datafaction, QuickBooks, Xero, and related commercial software
  • Superior research skills

Minimum Qualifications Required

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
  • 7 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology

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