Tax Director Private Client Services

Tax Director I Private Client Services – CBIZ

Tax Director I Private Client Services at CBIZ.

• Responsible for short‑term and long‑term business planning; identify business opportunities for CBIZ beyond the individual practice.
• Manage practice effectively, meeting billing, realization, days outstanding, and individual charge‑hour objectives.
• May be required to meet business‑development revenue expectations by adding new clients, cross‑serve activity, and fully executing a personal marketing plan.
• Serve as key client contact; viewed as a trusted business advisor by clients.
• Ensure quality control standards are met.
• May work directly with clients and manage staff.
• Serve as the internal advisor on technical matters as a subject‑matter expert.
• Member of the Senior Operations Management Team.
• Drive a team environment; demonstrate support of management decisions and build a positive culture.
• Additional responsibilities as assigned.

• Master’s degree preferred in Accounting, Taxation, or related field.

• Bachelor’s degree required.
• Eight years of experience in public accounting or a related field.
• Six years of supervisory experience.
• Must have an active CPA or equivalent certification.
• Ability to manage deadlines and prioritize multiple assignments.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing at all levels of the organization, both internally and externally.
• Proven high level of business integrity, client service, and leadership skills.
• Must be able to travel as required by 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 more than 160 locations in 22 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.