CBIZ Logo

CBIZ

Tax Managing Director

Posted Yesterday
Be an Early Applicant
Hybrid
San Diego, CA
Expert/Leader
Hybrid
San Diego, CA
Expert/Leader
Lead and grow a tax practice: maintain client relationships, drive business development, manage team performance and budgets, ensure quality control and timely billing, coach staff, and participate in administrative and strategic management duties.
The summary above was generated by AI

#LI-DZ1 #LI-Hybrid 

Responsibilities

 

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

  • Master's degree in Accounting, Taxation or related field  
  • Must have active CPA or equivalent certification
Qualifications

Minimum Qualifications 

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

About Us

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.

Similar Jobs

4 Days Ago
In-Office or Remote
United States
Expert/Leader
Expert/Leader
Consulting • Financial Services
Lead Global Information Reporting (GIR) services for private equity clients, advising on FATCA, CRS, Chapter 3 and withholding regimes. Manage client relationships, direct consulting/compliance engagements, guide audits, drive business development, deliver technical training, recruit and mentor staff, and contribute to internal practice management.
Top Skills: ExcelMs WordOutlook
5 Days Ago
In-Office
San Francisco, CA, USA
200K-300K Annually
Expert/Leader
200K-300K Annually
Expert/Leader
Professional Services • Financial Services
The Tax Director or Managing Director leads federal tax compliance and consulting for middle market and public companies, develops new business, and mentors staff.
49 Minutes Ago
Remote or Hybrid
United States
142K-191K Annually
Senior level
142K-191K Annually
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Lead enterprise data modeling and architecture for the firm's lakehouse and Fabric platform. Define canonical data models, produce ERDs and dimensional schemas, govern Silver/Gold layers, run design reviews, document ADRs, and align data governance, lineage, security, and data contracts to ensure trusted analytics and self-service consumption.
Top Skills: APIsAzureDatabricksDatabricks LakehouseDataverseDynamics 365Kimball Dimensional ModelingMedallion ArchitectureMicrosoft FabricPower BISemantic LayerWorkday

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account