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Regional Manager, Accounting/Tax/Professional Services
Ref No.: 18-00424
Location: Portland, Oregon
Regional Manager, Accounting/Tax/Professional Services
  • The Regional Manager will be directly responsible for controlling the performance of each branch within their territory as well as overseeing the daily, technical supervision of each branch.
  • Prioritization in this role will be given to successfully increasing territorial size and profitability, in compliance with the corporate standards.
  • The success of the Regional Manager will be based upon their ability to improve employee gross margin and the operating Income of their existing portfolio of branches but also on the overall growth in gross margin/number of branches due to acquisitions.
  • Must have a solid and strong knowledge of professional services, as well as a history of successful business growth within prior experiences.
  • Must have a significant and successful experience in managing an accounting, tax or consulting services business/firm.

Position Overview
  • Develop revenue and increase profitability within the Portland area by revisiting and/or adjusting the preexisting marketing/sales approach
  • Actively explore and investigate potential merger acquisitions within the Portland area (Eugene, Salem, Hillsboro are top priorities)
  • Perform periodical performance reviews at each branch, and for each branch manager, identifying any and all areas for growth
  • Technical Review and compliance
  • Supervise all HR aspects with the local Managers
  • Act as the relay between the Field Operations and the local branches to implement new procedures, new services or new policies.
  • Assist local Branch Managers with complex client situations, including issues with the IRS or other regulatory agencies
  • Help local branches develop marketing efforts to promote growth
  • New Business / Acquisitions development:
    • In direct connection with the DFO, perform the preliminary discussions, perform and/or supervise due diligences and set an integration plan/scenario to successfully transition
    • Investigate potential new services/business which would present synergies with existing core business and propose opportunities to the DFO/COO
    • Implement and coordinate transition plans for new business acquired

Desired Skills/ Experience / Attributes
  • 5 years in an accounting/tax environment (EA or CPA) mandatory.
  • 3 years in leadership functions with positive outcome minimally.
  • Knowledge of practice management in professional services especially in tax practices
  • Extensive client interaction and service.
  • Strong motivated communicator, positive attitude, team player, and customer service oriented.

Education, Certificates, Licenses, Registrations
  • CPA/EA license required
  • Bachelor's in accounting, Finance or related field required
  • Master's in Business or Accounting preferred

For immediate consideration please send your Resume/CV to
Joe DiGennaro
1201 S. Orlando Avenue, Suite 440
Winter Park, FL 32789
T: 407-392-3128 | M: 407-917-7584