Tax Managing Director | High Net Worth jobs in United States
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CBIZ ยท 2 days ago

Tax Managing Director | High Net Worth

positionPhiladelphia, PA
timeFull-time
remoteHybrid
seniorityDirector/Executive
date10+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Tax Managing Director will be responsible for expanding business practices, cultivating new clients, and coaching staff on business development strategies while ensuring quality control and meeting budgeted goals.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
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H1B Sponsor Likelynote
Hiring Manager
Samantha Holiman
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Responsibilities

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

Qualification

CPA certificationPublic accounting experienceBusiness developmentMaster's degree in AccountingSupervisory experienceTechnology proficiencyClient serviceVerbal communicationWritten communicationLeadership skillsIntegrity

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

Preferred

Master's degree in Accounting, Taxation or related field

Company

CBIZ

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Glassdoor4.0
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CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
dateFounded in 1987
location
Cleveland, Ohio, USA
people-size10001+ employees
web-link
http://www.cbiz.com

H1B Sponsorship

CBIZ has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)

Funding

Current Stage
Public Company
Total Funding
unknown
2003-06-04Acquired
1995-05-05IPO

Leadership Team

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Brad Lakhia
Senior Vice President & Chief Financial Officer
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W
Ware H. Grove
SVP & CFO
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Recent News

GlobeNewswire
CBIZ Announces Several New Strategic Leadership Appointments to Drive Ongoing Growth
2025-12-18
MarketScreener
CBIZ Releases 2026 Benefits & Insurance Market Outlook Highlighting Rising Costs, Regulations, and Workforce Trends
2025-12-10
thefly.com
CBIZ appoints Christopher Sikora as VP, IR and corporate finance
2025-12-09
Company data provided by crunchbase