Tax Director — Growth & Client Advisory (Hybrid)

CBIZ; Boca Raton (FL); Hybrid; USD 120,000 - 180,000; Full time

Job summary

CBIZ, Inc. is a leading professional services advisor to middle-market businesses nationwide, offering accounting, tax, advisory, benefits, insurance and technology solutions. CBIZ CPAs provides audit, review and attest services, while CBIZ delivers business consulting and financial services.

The firm values strong client service, leadership, and collaboration across sectors. The role requires a CPA, extensive supervisory experience, and the ability to manage multiple tasks, travel as needed,

Qualifications

• Bachelor's degree required.
• Active CPA or equivalent certification.
• 8 years of public accounting or related field.
• 6 years of supervisory experience.
• Ability to manage deadlines, work on multiple assignments and prioritize.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing at all levels.
• Willingness to travel based on client and business needs.

Responsibilities

• Expand revenue of existing clients.
• Plan short- and long-term business strategy; identify opportunities for CBIZ.
• Manage billing, realization, days outstanding and charge hour objectives.
• May meet revenue targets by acquiring new clients and cross-serving activities.
• Serve as key client contact; act as trusted business advisor.
• Ensure quality control standards are met.
• May work directly with clients and manage staff.
• Act as internal advisor on technical matters as SME.
• Be part of the Senior Operations Management Team.
• Foster a team environment and support management decisions.

Skills

Communication

Deadline management

Leadership

Client service

Technology proficiency

Travel willingness

Education

Bachelor's degree

Master's degree (Accounting/Taxation)

Job description

CBIZ, Inc. is a leading professional services advisor to middle-market businesses nationwide, offering accounting, tax, advisory, benefits, insurance and technology solutions. CBIZ CPAs provides audit, review and attest services, while CBIZ delivers business consulting and financial services.

The firm values strong client service, leadership, and collaboration across sectors. The role requires a CPA, extensive supervisory experience, and the ability to manage multiple tasks, travel as needed,