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Financial Services Tax Director | Private Client Services (PCS)

Century Business Services
Fort Lauderdale, FL Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 4/7/2025

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.

CBIZ has been 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 CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Essential Functions and Primary Duties

  • 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

    • Preferred Qualifications

  • Master's degree preferred in Accounting, Taxation or related field preferred

    • 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
  • 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

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