Tax Director | Private Client Services | Trust & Estate jobs in United States
cer-icon
Apply on Employer Site
company-logo

CBIZ ยท 5 days ago

Tax Director | Private Client Services | Trust & Estate

positionSan Jose, CA
timeFull-time
remoteHybrid
seniorityDirector/Executive
date8+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. They are seeking a Tax Director to expand revenue of existing clients, manage business planning, and serve as a trusted advisor to clients while ensuring quality control standards are met.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
check
H1B Sponsor Likelynote
Hiring Manager
Jason Fine, MBA
linkedin

Responsibilities

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
May be the internal advisor on technical matters as a Subject Matter Expert
May be a member of the Senior Operations Management Team
Drive a team environment; demonstrate support of management decisions and build a positive culture
Additional responsibilities as assigned

Qualification

CPA certificationPublic accounting experienceSupervisory experienceMaster's degree in AccountingClient service skillsTechnology proficiencyBusiness integrityLeadership skillsVerbal communicationWritten communication

Required

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

Preferred

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

Company

CBIZ

twittertwittertwitter
Glassdoor4.0
company-logo
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

leader-logo
Brad Lakhia
Senior Vice President & Chief Financial Officer
linkedin
W
Ware H. Grove
SVP & CFO
linkedin

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