Tax Director I Private Client Services

#LI-CL1 #LI-HybridCBIZ, 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 required8 years of experience in public accounting or related field6 years of supervisory experienceMust have active CPA or equivalent certificationAbility 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 needsEssential Functions and Primary DutiesExpand revenue of existing clientsResponsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practiceManager practice effectively meeting billing, realization, days outstanding and individual charge hour objectivesMay be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing planServe as key client contact; viewed as a trusted business advisor by clientsEnsure quality control standards are metMay work directly with clients and manage staffMaybe the internal advisor on technical matters as a Subject Matter ExpertMaybe a member of the Senior Operations Management TeamDrive a team environment; demonstrate support of management decisions and builds a positive cultureAdditional responsibilities as assignedPreferred QualificationsMaster's degree preferred in Accounting, Taxation or related field preferredPosting Date: 2026-03-06