Tax Managing Director | Private Client Services

Tax Managing Director | Private Client Services

Annual salary target for this role is $200,000–$450,000. Compensation will be determined based on education, experience and skill set of the selected candidate.

Beyond salary the total compensation includes comprehensive medical, dental, retirement, life and disability insurance, health‑care and dependent‑care reimbursement accounts, certification incentives, education assistance, referral program and other benefits.

• Lead engagement team and directly interact with clients and family‑office personnel to ensure timely service and clear communication
• Develop, nurture and manage client relationships by consistently providing timely, appropriate communication and services
• Serve as a trusted personal and business advisor to clients
• Direct multiple engagements, including consulting, compliance and tax‑planning services
• Collaborate with client‑service team to design, communicate and implement innovative planning ideas
• Guide and manage IRS and state audits
• Participate in new‑business development activities, prospecting, networking and representing CBIZ at industry events
• Design and deliver technical training on individual‑related tax topics
• Recruit, supervise, train, develop and motivate less experienced team members
• Promote a team environment, support management decisions and build a positive culture
• Contribute to internal tax‑department management through committee membership and group‑leadership responsibilities
• Perform other responsibilities as needed

• Master’s degree in Taxation or Accounting strongly preferred
• Comprehensive tax‑planning and consulting experience with deep expertise in federal and state tax laws
• Success providing consultative service to high‑net‑worth individuals and families
• Technical mastery of individual taxation, trusts, estates and gift taxation
• Ability to present information clearly and respond to client and team questions
• Track record of successful new‑business development
• Excellent analytical, supervisory, organizational and communication skills
• Experience mentoring junior team members
• Proficiency in MS Word, Outlook and Excel

• Bachelor’s degree
• 10 years of experience in public accounting or related field
• 10 years of supervisory experience
• Active CPA or equivalent certification
• Ability to manage deadlines and multiple assignments
• Proficient use of applicable technology
• Demonstrated communication skills at all organizational levels
• High level of business integrity, client service and leadership skills
• Willingness to travel based on client and business needs

CBIZ Inc. is a leading professional services advisor to middle‑market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across 160+ locations in 22 major markets coast to coast.

CBIZ strives to be our team members’ employer of choice by creating an environment where members are appreciated, recognized for their contributions and given opportunities to grow both personally and professionally throughout their careers.

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 providing audit, review and attest services, while CBIZ offers business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Director

Full‑time

Business Development and Sales

Industry: Business Consulting and Services