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CBIZ

Tax Managing Director

CBIZ, San Francisco, California, United States, 94199


With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.CBIZ has been honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work CertificationTogether, 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.Essential 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 assignedPreferred Qualifications12+ years of tax experience with a top-tier firmMaster’s degree preferred in Accounting, Taxation or related fieldStrong desire to be a part of and contribute to the growth of a high-performing client-focused teamKnowledge of a broad range of corporate tax matters in various industriesHave a consulting mindset and approach to client interaction and expectations. Recognize that we are most effective when we become an extension of our clients’ teams.Proven ability to articulate complex information when providing crucial negotiation insightsExperience with federal tax controversy, practice, and procedure mattersExperience leading other professionals and acting in a manner that motivates, inspires, and develops junior team membersProven leader in the delivery of high-quality work that exceeds client expectationsSelf-starter and entrepreneurial natureMinimum Qualifications RequiredBachelor’s degree10 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 needsThe annual salary target for this job in this market is $250,000 - $400,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee’s total compensation. 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.#LI-SH1 #LI-Hybrid

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