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CBIZ

Managing Director – Transaction Advisory Services

CBIZ

. **Essential Functions and Primary Duties** .

Posted 5/19/2026full-timeAtlanta • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact
  • **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

Requirements

What you’ll need
  • **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

Benefits

Comp & perks
  • 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🤝 B2B 💸 Finance 🏢 Enterprise B2B
  • Finance
  • Enterprise CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Managing Director – Transaction Advisory Services 🔥 1 hour ago 🏢🏡 Atlanta – Hybrid ⏰ Full Time 🔴 Lead 👔 Director 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
  • **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 🎯 Requirements
  • **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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Director, Executive Education – Open Enrollment 🕒 3 days ago Emory University 10,000+ employees 📚 Education 🔬 Science Website LinkedIn All Job Openings Director of Executive Education at Emory's Goizueta Business School overseeing sales generation and lead conversion for professional development courses. Building relationships and promoting educational offerings with organizations and individuals. 🏢🏡 Atlanta – Hybrid ⏰ Full Time 🔴 Lead 👔 Director 🦅 H1B Visa Sponsor Director, Executive Education Open Enrollment 🕒 4 days ago Emory University 10,000+ employees 📚 Education 🔬 Science Website LinkedIn All Job Openings Director of Executive Education managing sales generation and lead conversion for Goizueta Business School's programs. Collaborating with marketing to drive engagement and meet revenue targets. 🏢🏡 Atlanta – Hybrid ⏰ Full Time 🔴 Lead 👔 Director 🦅 H1B Visa Sponsor Project Director 🕒 4 days ago Elevance Health 10,000+ employees Website LinkedIn All Job Openings Project Director managing program and product delivery and large-scale initiatives at Elevance Health. Leading multiple projects, collaborating with diverse teams across business units for effective execution. 🏢🏡 Atlanta – Hybrid 💵 $125.8k - $197.3k / year ⏰ Full Time 🔴 Lead 👔 Director 🦅 H1B Visa Sponsor Director of Association Solutions 🕒 4 days ago Engagifii 51 - 200 Website LinkedIn All Job Openings Director of Association Solutions at Engagifii guiding associations in operational modernization and member engagement strategies across the country. 🏢🏡 Atlanta – Hybrid ⏰ Full Time 🔴 Lead 👔 Director Commissioning Director 🕒 5 days ago Equinix 5001 - 10000 📡 Telecommunications 🏢 Enterprise ☁️ SaaS Website LinkedIn All Job Openings Planning and coordinating commissioning for large-scale greenfield data centers at Equinix. Managing timelines, customer interactions, and team collaboration with a focus on best practices. 🏢🏡 Atlanta – Hybrid 💵 $177k - $293k / year ⏰ Full Time 🔴 Lead 👔 Director 🦅 H1B Visa Sponsor View More Director Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools
public accountingbusiness developmentbudget managementbillingquality control
Soft Skills
client serviceleadershipcommunicationteam buildingtime management
Certifications
Bachelor's degree