Managing Director

CBIZ, Inc.

$150K — $200K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; Master's in Accounting or Taxation preferred.
  • 10 years experience in public accounting or related field.
  • 10 years supervisory experience is mandatory.
  • Strong multitasking and prioritization skills.
  • Proficient with relevant technology tools.
  • Effective communication skills across all organization levels.
  • High level of integrity, client service, and leadership ability.
  • Willingness to travel as needed for clients.

Responsibilities

  • Proactively engage with clients, establishing yourself as a trusted advisor.
  • Expand the business by acquiring new clients and enhancing services for existing ones.
  • Lead coaching initiatives focused on business development tactics.
  • Manage profit responsibilities for specialized practice areas.
  • Oversee ongoing marketing and business development for your department.
  • Ensure department meets budget goals and financial expectations.
  • Handle billing processes and timely fee collections.

Benefits

  • Hybrid work option available.
  • Opportunity for professional growth and leadership development.
  • Engagement in a collaborative and positive team environment.
  • Direct involvement in business strategy and client relationship building.
Full Job Description
Job Description

#LI-CG1 #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


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