Tax Director Private Client Services

• Locations 730 3rd Ave, 11th Floor, New York, NY, 10017, US 340 Mount Kemble Avenue, 2nd Floor, Morristown, NJ, 07960, US 68 South Service Road, Suite 300, Melville, NY, 11747, US (Hybrid)
• Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section.
• Base Range $200,000 - $275,000

• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manager 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
• Maybe the internal advisor on technical matters as a Subject Matter Expert
• Maybe a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Master's degree preferred in Accounting, Taxation or related field preferred

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs

CBIZ, 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.

At this time, CBIZ is not engaging with applicants who require sponsorship.

The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter.

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

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CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.