Director | Financial Services
Michigan City, IN 
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Posted 1 month ago
Job Description
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS215

With over 120 offices and nearly 7,000 associates 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 is honored to be the recipient of several national recognitions for 2023:

  • Best and Brightest Companies to Work for in the Nation
  • Top Workplaces USA
  • Top Workplaces - Financial Services Industry
  • Best and Brightest Companies in Wellness
  • Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. .

CBIZ Somerset is a relationship driven accounting and advisory firm that is always looking for smart, ambitious, friendly people for our office locations in Indianapolis, Fort Wayne, and Michigan City! We are currently seeking an experienced public accounting professional with a Tax or Audit background for an exciting leadership opportunity in Michigan City, Indiana! The Director will play a pivotal role in managing client relationships and ensuring the delivery of high-quality audit, tax, and advisory services for our Michigan City office.

Essential Functions and Primary Duties

  • Oversee Tax/Audit engagements and serve as the primary point of contact for a diverse portfolio of clients
  • Build and maintain strong client relationships based on trust and exceptional service
  • Lead and mentor a team of managers, staff, and administrative professionals fostering a culture of collaboration and professional growth
  • 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
  • Represent the firm at networking events, local community activities, and participating in industry associations.
  • Identify opportunities to generate new business and expand revenue through client referrals and cross-selling firm services.
  • Manage practice effectively by meeting billing, realization, days outstanding and individual charge hour objectives
  • Ensure compliance and quality control standards are met
  • Additional responsibilities as assigned

Preferred Qualifications

  • Master's degree in Accounting, Taxation or related field
  • CPA license
  • 10+ years' experience in public accounting (tax or audit)
  • Exceptional leadership and interpersonal skills with the ability to motivate teams and foster a collaborative and inclusive culture.
  • Deep understanding of accounting principles, financial reporting requirements, and regulatory compliance in the context of public accounting
  • Excellent communication and business development acumen with proven success managing client relationships and driving revenue growth

Minimum Qualifications

  • 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

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CBIZ.Jobs Category: Financial Services

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EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

PAY TRANSPARENCY PROTECTION NOTIFICATION


CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.

 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
10+ years
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