Tax Managing Director | High Net Worth

#LI-SH1 #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 10 years of experience in public accounting or related field10 years 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 DutiesDemonstrate proactive client contact; viewed as a trusted business partnerExpand business practice; cultivate new clients; increase services to existing clients including cross serving opportunitiesCoach staff on business development strategiesCould have direct profit responsibility for specialty practiceResponsible for ongoing planning, marketing and business development of a specialized departmentResponsible for team and or department meeting budgeted goalsResponsible for practice billing and timely collection of feesParticipate in various administrative aspects of managing business unitEstablish team environment and a positive cultureEnsure quality control standards are metMay be a member of the Senior Operations Management TeamAdditional responsibilities as assigned Preferred Qualifications ​Master's degree in Accounting, Taxation or related field Posting Date: 2025-11-09