Tax Director- PCS Morristown - Marcum Search

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

We’re hiring for a Private Client Services Director to support our Morristown, NJ office. Responsibilities include and are not limited to the following:

• Review of general bookkeeping for individuals, trusts, investment entities, family partnerships, operating companies and foundations without supervision.
• Review of monthly and quarterly financial statements including client reporting packages and ad-hoc reports. Familiarity with both cash basis and accrual basis financial reporting
• Has basic knowledge of alternative investment accounting and ability to record contributions, distributions, K-1 income etc.
• Ability to reconcile/record capital statement activity
• Review of bill pay and related documentation. Assist and guide staff in the interaction with vendors and client as necessary when discrepancies arise.
• Monitors that tasks are assigned and completed on a timely basis and reviews workflow by working directly with the staff and seniors
• Manages multiple assignments inside an engagement
• Communicates with Managing Director on work status and client issues that arise
• Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
• Provide quality client service while maintaining the highest level of confidentiality
• Supervise, train and mentor staff

Preferred Qualifications

• Master’s degree preferred in Accounting, Taxation or related field preferred
• Bachelor’s degree in Accounting or a related field
• 10+ years’ of relevant work and industry experience
• Strong attention to detail, organizational and communication skills
• Able to work independently and also work well with others
• Able to multi-task and prioritize deliverables to meet competing deadline
• CPA License
• 5+ years’ of supervisory experience in related field
• Software Experience - Microsoft Office 365 and QuickBooks

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

For more information about the position, please send an email to ashley.malchuck@CBIZ.com with "Tax Director PCS" in the Subject Line, or use the link to apply directly to the role

#LI-AM1