Managing Director | Accounting Advisory Services (Boston)
CBIZ
#LI-HP1 #LI-OnsiteCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.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.Minimum Qualifications Bachelor's degree 10 years of experience in public accounting or related field10 years supervisory experienceAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProven high level of business integrity, client service and leadership skillsMust be able to travel based on client and business needsCBIZ is seeking a Managing Director with strong public accounting experience, strong leadership qualities and an ability to generate new business to help support and grow our Financial Accounting Advisory Services practice (FAAS). The Managing Director will be an integral part of the FAAS team primarily focused on managing and providing deep expertise on client engagements and helping build out the practice. This position offers an exciting opportunity to join a collaborative and high energy team and to directly impact the performance, operations and success of the practice.Essential Functions and Primary DutiesProven track record delivering transaction-oriented accounting and reporting services for mergers and acquisitions, carve-outs, complex capital raising and financing structuresDeep technical expertise for various accounting topics such as equity versus debt classification, revenue recognition, lease accounting, business combinations, public company reporting rules and regulations, complex equity/liability awards other technical accounting mattersIndustry expertise and experience in non-financial services sectorsExcels at building client relations, delivering high quality client service and providing mentorship to team membersCollaborative approach working with the CBIZ professional standards group (subject matter experts)Develops new business relationships both internally at CBIZ and externally to generate new business and attract new talent.Collaborates across service lines to facilitate go-to-market strategies for client pursuits and generates cross-selling revenuesProactively uses professional network for talent acquisition and lead generationSuccessful at identifying and creating recurring revenue streams from advisory engagementsPreferred Qualifications15 years’ experience in public accounting (audit or advisory) or in a corporate leadership positionFamiliarity and knowledge of application of SEC rules and regulations, including prior experience with IPO, reverse merger and SPAC transactionsUnderstanding of and experience with application and research of U.S. GAAP and relevant auditing standardsAbility to work independently in fast-paced, multi-tasked environmentAbility to manage multiple workflows simultaneously while managing time and budgetWell-developed aptitude for quantitative and qualitative analysisAbility to interface with team members and client personnel in demanding, deadline-driven situationsExperience collaborating with tax, valuation and risk advisory professionals in problem solving situationsPrior experience managing teams and the development of othersPosting Date: 2026-07-31
- ...is a leading professional services advisor to middle-market businesses... ...knowledge and expertise in accounting, tax, advisory, benefits, insurance, and... ...experienceAbility to manage deadlines, work on multiple... ...needsCBIZ is seeking a Managing Director with strong public...Suggested
- ...is a leading professional services advisor to middle-market businesses... ...knowledge and expertise in accounting, tax, advisory, benefits, insurance, and... ...licensesAbility to manage deadlines, work on multiple... ...and business needsThe FAAS Director leads client service engagements...Suggested
$77k - $202k
...SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior AssociateJob Description & SummaryThe... ...Washington; TX-Dallas; CA-Los Angeles; FL-Miami; CO-Denver; MA-Boston; NY-New York; CA-San Diego; CA-Silicon Valley; PA-...SuggestedFull timeH1b$146.7k - $335.1k
...Seattle, Hoboken, New York, Boston, Atlanta, Chicago, Dallas, Houston... ...in the right area of accounting, we provide the answers to the... ...Our Financial Accounting Advisory Services (FAAS) team is growing exponentially, and as a Senior Manager you’ll play a key role in that...SuggestedSummer holidayFlexible hours$195.42k - $370.53k
The KPMG Advisory practice is at the forefront of transformation, offering excellent... ...is currently seeking a Technical Director - Accounting Advisory Services in Accounting Advisory Services for... ...development team of associates to managers around similar technical accounting...SuggestedH1bLocal area- ...Financial Due Diligence team in Boston.Day to day... ...Undertake highly technical advisory projects under Director & partner supervisionBe responsible... ...contributing to further develop services for clients Essential... ...experience in related accounting or finance fieldsBachelor'...Temporary workWork experience placementWork at office
$160k - $210k
...AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan... ..., boards of directors, special committees,... ...Chicago, Houston or Boston office within the Transaction... ..., achievability of management’s budget, operational... ...US Generally Accepted Accounting Principles including...Full timeWork at officeWorldwide$124k - $280k
...SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelSenior ManagerJob Description & SummaryThe... ...Washington; TX-Dallas; CA-Los Angeles; FL-Miami; CO-Denver; MA-Boston; NY-New York; CA-San Diego; CA-Silicon Valley; PA-...Full timeH1b$240k - $280k
Tax Managing Director | Private Client Services Be among the first 25 applicants. Get AI-powered... ...features. Location: Boston, MA | Salary: $240,000-$... ...s degree in Taxation or Accounting strongly preferred... ...expertise in accounting, tax, advisory, benefits, insurance,...Full timeWork at office$99k - $232k
...SectorNot ApplicableSpecialismCMAAS (Capital Markets and Accounting Advisory Services)Management LevelManagerJob Description & SummaryThe OpportunityAs... ...; TX-Dallas; CA-Los Angeles; FL-Miami; CO-Denver; MA-Boston; NY-New York; CA-San Diego; CA-Silicon Valley; PA-Philadelphia...Full timeH1b- Job Summary:The Tax Managing Director is responsible for applying industry... ...burdens, and (b) self and client service teams comply with all Firm... ...compensation and benefits, accounting methods, R&D tax benefits.... ...provides assurance, tax, and advisory services to clients across...Work at officeLocal area
$170k - $267.5k
...looking for:State Street’s Tax Service team is looking for an... ...experienced and dedicated leader to manage global tax reclaim filings... ...business and ensure business line accountability for risk management and... ...civil liability.SummaryLocation: Boston, MassachusettsType: Full timeFull timeTemporary workWork at officeFlexible hours- ...(NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide... ...industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology,... ...preserve required licensesAbility to manage all aspects of client...Work at office
$250k - $400k
Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence Posted 2 weeks ago - first 25 applicants considered. Job Summary The... .... Education Bachelor’s degree required; focus in Accounting, Business Administration, or Finance preferred. MBA...- ...(NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide... ...industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology,... ...or equivalent certificationAbility to manage deadlines, work on multiple...Work at office
$99k - $266k
Financial Services International Tax Compliance - Manager job at PwC. Boston, MA. Specialty/Competency: International Tax Services... ...develop teams, manage client accounts, and drive strategic... ...work at the forefront of tax advisory, where your knowledge will directly...Full time$174k - $356k
...Overview We are currently seeking a Director to develop and grow the Accounting Advisory practice in the Boston market. In this role, you... ...various accounting advisory services, including assistance with... ...Accounting Advisory practice by: Managing client accounts, projects,...Work at officeLocal areaFlexible hours- Cross Country Consulting is looking for a Director to develop their Accounting Advisory practice in Boston. This position calls for leading service delivery in complex accounting issues and advising clients on US GAAP and IFRS standards. The ideal candidate has 12+ years...
$125k - $190k
PEPI - CFO Services - Manager (Financial Reporting Advisory) Financial Reporting Advisory A&M CFO Services work with private equity held portfolio companies... .... Our goal is to improve transparency by providing accounting and financial reporting advice to clients on a wide...Part timeInterim roleFlexible hours$150k - $165k
...banking and financial advisory services uniquely tailored to... ...Chicago, New York, or Boston office. The role... ...financings, liability‑management exercises (LMEs), and... ...supervision of a Managing Director, on a variety of... ...degree, preferably in accounting, finance, or related...Work at officeRemote workWork from homeFlexible hours- Alvarez & Marsal in Boston seeks a Manager in Financial Reporting Advisory to advise on US GAAP, pre/post-deal reporting, and IPO readiness. You will guide teams through data collection, validation, and analysis to improve transparency and reporting accuracy. The role...
$125k - $145k
Job Summary:The Experienced Manager, Strategic Projects, Accounting Advisory Services manages the full-life cycle of an assigned finance and accounting engagement. Responsibilities include staff assignment and oversight, continuous project management and work product review...Work at office- ...Managing Director, Fund Accounting About the Company Expanding provider of investment management, research & trading services Industry Financial Services Type Public Company... ...Services B2B Asset Management Boston Finance Insurance...
$170k - $267.5k
...OverviewState Street is seeking a Managing Director, Product Management - Fund Accounting & Fund Administration (FAA) to... ...accounting and fund administration services in North America (U.S., Canada)The... ...prospect engagements.Location - Boston & Kansas City, Key ResponsibilitiesProduct...Full timeTemporary workFlexible hours$240k - $280k
A national consulting firm in Boston is seeking a Tax Managing Director to lead client engagements and manage tax planning services. Candidates should possess a Master's degree in Taxation or Accounting, at least 10 years of public accounting experience, and an active...Full time$170k - $220k
JOB DESCRIPTION The Tax Senior Manager, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely... .... EDUCATION Bachelor’s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred. Juris...- ...Experience (ETX), Global Business Services (GBS) and Enterprise... ...) Full-Time New York, NY, Boston, MA or Springfield, MA The... ...Allocations (EA) will work with management of both ETX, GBS and... ...s degree in Business/Finance/Accounting or related discipline...Permanent employmentFull timeTemporary workPart time
- A leading advisory firm in Boston is seeking an experienced Tax Manager for Transaction Advisory Services. This role involves managing client engagements, performing due diligence, and advising on tax strategies. Ideal candidates will have at least seven years of professional...
$133.5k - $268.4k
...provider of professional services to the middle market... ...(M&A) Tax group is an advisory practice with... ...dynamic M&A Federal Tax Manager to join our national Mergers... ...QualificationsBachelor’s degree in Accounting or a related field... ....SummaryLocation: Boston; ChicagoType: Full...Full timeWork experience placementInternshipWork at officeLocal area$130.6k - $343.6k
...Chicago, Los Angeles, Boston, Dallas, San Francisco... ...the global financial services marketplace and the only... ..., Wealth and Asset Management, Insurance, and Real Estate... ...! Our Business Tax Advisory practice gives you the... ...441 to 1446), Foreign Account Tax Compliance Act (...Summer holidayLocal areaImmediate startFlexible hours
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