Tax Managing Director | Private Client Services

#LI-DE1 #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 DutiesLead engagement team and directly interact with clients and family office personnel to ensure communication and coordination of timely serviceSuccessfully develop, nurture and manage client relationships by consistently providing clients timely and appropriate communication and services in relation to their needsBe viewed as trusted personal and business advisor by clientsDirect multiple engagements which include consulting, compliance, and tax planning servicesConsult with client service team to design, communicate and implement innovative planning ideas for clientsGuide and manage IRS and state auditsParticipate and actively contribute to new business development activities, including prospecting, networking and representing CBIZ at industry and related eventsDesign and deliver technical training on Individual related tax topicsRecruit, supervise, train, develop and motivate less experienced team membersPromote a team environment; demonstrate support of management decisions and builds a positive cultureContribute to management of internal tax department through committee membership and group leader responsibilitiesPerform other responsibilities as necessary Preferred QualificationsMaster’s degree in Taxation or Accounting strongly preferredComprehensive tax planning and consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulationDemonstrated success providing consultative service to high-net-worth individuals and familiesMarket leading technical expertise in individual taxation with a strong working knowledge of trust, estate and gift taxationAn ability to effectively present information and appropriately respond to questions from clients and team membersA track record of successful new business development experienceExcellent analytical, supervisory, organizational, and written and verbal communication skills necessaryExperience and continued interest in developing and mentoring junior team membersProficiency in MS Word, Outlook and Excel Posting Date: 2025-11-09