CBIZ

Tax Managing Director

CBIZ, San Francisco, CA, United States

Status Category:

Full-Time

Exempt/Non-Exempt:

Exempt

Scheduled Hours Per Week:

Job Code:

FS216

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 Nation
Top Workplaces USA
Top Workplaces - Financial Services Industry
Best and Brightest Companies in Wellness
Great Place to Work Certification

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.

Essential Functions and Primary Duties

Demonstrate proactive client contact; viewed as a trusted business partner
Expand business practice; cultivate new clients; increase services to existing clients including cross-serving opportunities
Coach staff on business development strategies
Could have direct profit responsibility for specialty practice
Responsible for ongoing planning, marketing, and business development of a specialized department
Responsible for team and/or department meeting budgeted goals
Responsible for practice billing and timely collection of fees
Participate in various administrative aspects of managing business unit
Establish team environment and a positive culture
Ensure quality control standards are met
May be a member of the Senior Operations Management Team
Additional responsibilities as assigned

Preferred Qualifications

12+ years of tax experience with a top-tier firm
Master's degree preferred in Accounting, Taxation, or related field
Strong desire to be a part of and contribute to the growth of a high-performing client-focused team
Knowledge of a broad range of corporate tax matters in various industries
Have a consulting mindset and approach to client interaction and expectations
Proven ability to articulate complex information when providing crucial negotiation insights
Experience with federal tax controversy, practice, and procedure matters
Experience leading other professionals and acting in a manner that motivates, inspires, and develops junior team members
Proven leader in the delivery of high-quality work that exceeds client expectations
Self-starter and entrepreneurial nature

Minimum Qualifications Required

Bachelor's degree
10 years of experience in public accounting or related field
10 years 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

The 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.

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CBIZ.Jobs Category: Financial Services

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-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, or 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 these following pages EEO is the Law and EEO is the Law Supplement.

PAY TRANSPARENCY PROTECTION NOTIFICATION

Notice to Third-Party Agencies

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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