Tax Director

• Current Partner/Principal, Executive Manager, or Director with ambitions to be, and the necessary skills to become, a Principal of a Leading 50 Public Accounting Firm.
• Effective interpersonal communication, and management abilities
• Familiarity with various accounting platforms
• Exceptional time management abilities and the capacity to work efficiently with all internal teams and clients.
• CPA or JD qualification required.
• Demonstrated skill and experience in business development

• Take full responsibility for all projects, employee assignments and flow within his or her team. This includes reviewing and endorsing all work before sending it to clients.
• Demonstrate the highest level of technical and professional expertise. Showcase the capacity to evaluate financial data and draw logical conclusions. Demonstrate the ability to make strategic business decisions.
• Maintain open communication with all firm members to ensure clients are catered to and staff are deployed in the most efficient manner.
• Take overall responsibility for all staff members assigned to his or her team, including supervising the semi-annual performance evaluation process.
• Prepare client invoices and oversee and collect outstanding payments.
• Create policies and procedures to enhance productivity and revenues without demoralizing or demotivating staff.
• Be ready to visit a client’s office with the necessary documents and equipment to carry out work, as required.
• Adhere to firm protocols and conform with firm guidelines as specified in the Human Resource Manual.
• Enhance existing client connections and actively seek to establish new relationships with potential clients and referral sources.
• Maintain firm visibility through public speaking engagements, community involvement, and participation in business, civic, and professional activities. Have an understanding of all services provided by the firm.
• Show a long-term commitment to the firm.
• Participate in marketing and business development training programs.
• Foster positive relationships with clients during phone conversations. Establish a reputation with clients and their staff.
• Join at least one community, civic, or business organization or trade association.
• Engage in firm initiatives such as training and recruitment.
• Get familiar with clients’ names and industries.
• Promote the firm while on-site at clients’ offices and while engaging with the community.
• When working with clients, be alert to potential areas for service expansion.
• Bring staff, senior employees, supervisors, and/or managers to potential client meetings.
• Identify and cultivate specialized areas of expertise.
• Forge relationships with client personnel at various levels. Show interest in their businesses, interests, family, etc.
• Reach out to two clients each month, or a minimum of twelve calls annually, to stay in touch, identify areas for enhancing service delivery, and take the client out for lunch to discuss any concerns.
• Contribute to external committee(s).
• Establish external relationships with bankers and lawyers.
• Deepen knowledge of key client industries, identify opportunities, join industry bodies, and cultivate a targeted potential client base.
• Cultivate close relationships with key client staff at all levels.
• Attain a leadership role in committees. Raise your own profile as you enhance the firm’s.
• Enhance interpersonal and leadership competencies.
• Strengthen marketing, communication, and sales skills.
• Participate in marketing and business development training initiatives.
• Foster and sustain referral sources.
• Arrange and attend multiple breakfasts/lunches/meetings monthly (outside of organization sessions).
• Represent the firm at special public events and private functions.
• Develop a professional bio/resume to include with proposals and promotional materials.
• Offer to speak at community gatherings or submit articles to local media.
• Continue to refine and promote your areas of specialization.
• Network with other principals, refer business, and promote each other’s specialties.
• Coach staff in establishing client relationships and selling services.
• Invite staff to networking events, client meetings, and referral gatherings.

Gables Search Group