CBIZ Advisory Services ยท 1 day ago
Managing Director
Los Angeles, CA
Full-time
Onsite
Director/Executive
10+ years expCBIZ Advisory Services is a leading professional services advisor to middle market businesses and organizations nationwide. The Managing Director provides strategic leadership across client engagements, business development, talent development, and operational performance, while ensuring exceptional client service and advancing the firm's strategy.
Accounting
Hiring Manager
Mallory Comer
Responsibilities
Serve as the primary client contact and lead the planning, supervision, and execution of full engagements with limited oversight
Develop project strategies, timelines, budgets, and deliverables; ensure work is completed on time and within scope
Coordinate multi-disciplinary service teams and ensure compliance with engagement guidelines, confidentiality standards, NDAs, and firm policies
Prepare testimony-quality reports, presentations, and analyses; ensure deliverables meet legal, regulatory, and industry standards
Manage billing, forecast revenue, identify scope changes, and monitor profitability, WIP, and collections
Manage risk throughout client acceptance and engagement lifecycle, including independence considerations
Hold and maintain a CPA (required) and ideally an additional professional credential (CFE, ABV, ASA, CFF)
Serve as a recognized expert in one or more specialty areas such as valuation, civil litigation, fraud, family law, or restructuring
Stay current with relevant case law, technical standards, and industry trends; anticipate changes and guide clients accordingly
Lead or contribute to internal and external training, including speaking engagements, presentations, and thought leadership
Originate and expand business through client relationships, networking, referral sources, and external visibility
Set measurable personal business development goals and create a $1.25M+ book of business
Identify new engagement opportunities with existing clients and participate in proposal development and RFP responses
Represent the firm at industry events, conferences, and panels
Build, mentor, and lead high-performing teams; review work for accuracy, completeness, and professional standards
Provide coaching and structured development for Managers, Senior Managers, and other staff
Participate in recruitment efforts and identify strong candidates for the practice
Create opportunities for team members to take on stretch roles, develop expertise, and grow their careers
Promote diversity, inclusion, and belonging; adapt leadership to varied work styles and backgrounds
Foster collaboration, celebrate team successes, and maintain high engagement and morale
Contribute to the firm's broader strategic initiatives, quality standards, and operational improvements
Promote the use of analytics, AI tools, and emerging technologies to enhance efficiency and accuracy
Demonstrate critical thinking in solving complex technical and business problems; model inquiry-driven problem-solving for senior team members
Support change initiatives across the practice and help align team goals with firmwide strategy
Manage conflict constructively and involve stakeholders appropriately
Identify change needs, lead teams through transition, and support firm-wide change initiatives
Model healthy work-life integration and support others in doing the same
Qualification
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
CFE
ABV
ASA
CFF
Company
CBIZ Advisory Services
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Anderson, CPA
Partner
Martin Spector, CPA, JD
MANAGING DIRECTOR
Company data provided by crunchbase