Tax Director I – Private Client Services

CBIZ

Tax Director overseeing private client services at CBIZ, a professional services advisor. Leading business planning and client revenue expansion in a hybrid work environment.

Posted 7/17/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $200,000 - $275,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in business development, client management, and operational leadership within public accounting. Proven ability to drive revenue growth, manage teams, and maintain high standards of client service and integrity.

Highest-signal resume keywords

Active CPA Certification8 Years Public Accounting Experience6 Years Supervisory ExperienceBusiness Development SkillsClient Relationship Management

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Business PlanningRevenue ExpansionQuality Control StandardsBilling ManagementCharge Hour Objectives

Soft Skills

Leadership SkillsCommunication SkillsTeam Environment BuildingClient Service OrientationIntegrity

Tools & Technologies

Applicable Technology Proficiency

Certifications & Qualifications

Active CPA Certification

Industry Keywords

Public AccountingBusiness DevelopmentClient ManagementOperational LeadershipSenior Operations Management

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

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. Tax Director I – Private Client Services 🔥 45 minutes ago 🏢🏡 New York City – Hybrid 💵 $200k - $275k / year ⏰ Full Time 🔴 Lead 📁 Client Services 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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
Manage 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
Maybe the internal advisor on technical matters as a Subject Matter Expert
Maybe a member of the Senior Operations Management Team
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned 🎯 Requirements
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 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, Client Service – MarSci 🕒 6 days ago Kantar 10,000+ employees 🏢 Enterprise 📱 Media Website LinkedIn All Job Openings Director of Marketing Science supporting Media Team’s analytics and measurement function. Leading cross-channel measurement strategy execution and delivering actionable insights for media investments. 🏢🏡 New York City – Hybrid 💵 $120.2k - $140k / year ⏰ Full Time 🔴 Lead 📁 Client Services 🦅 H1B Visa Sponsor Vice President, Client Service 🕒 6 days ago Kantar 10,000+ employees 🏢 Enterprise 📱 Media Website LinkedIn All Job Openings Partner to lead Ad Platform Strategy at Kantar Consulting, shaping futures of media and advertising through client partnerships. Drive growth and innovation with industry-defining organizations like Google. 🏢🏡 New York City – Hybrid 💵 $128.9k - $214.1k / year ⏰ Full Time 🔴 Lead 📁 Client Services 🦅 H1B Visa Sponsor Strategic Client Partner – Financial Services 🕒 June 27 Capgemini 10,000+ employees 🏢 Enterprise 🤖 Artificial Intelligence 🔒 Cybersecurity Website LinkedIn All Job Openings Strategic Client Partner leading AWS Financial Services growth in New York. Engaging with senior executives to drive cloud-led transformation and account expansion strategies. 🏢🏡 New York City – Hybrid 💵 $175k - $250k / year ⏰ Full Time 🟠 Senior 🔴 Lead 📁 Client Services 🦅 H1B Visa Sponsor Claims Client Service Executive 🕒 June 14 The Hartford 10,000+ employees 💸 Finance 👥 B2C Website LinkedIn All Job Openings Client Service Executive role focusing on account growth and retention at The Hartford. Responsible for delivering exceptional client service and addressing account needs effectively. 🏢🏡 New York City – Hybrid 💵 $108k - $162k / year ⏰ Full Time 🟠 Senior 🔴 Lead 📁 Client Services 🦅 H1B Visa Sponsor Director, Client Services 🕒 May 20 NoGood 11 - 50 🤖 Artificial Intelligence ☁️ SaaS Website LinkedIn All Job Openings Director of Client Services managing revenue operations and financial strategies for growth consultancy NoGood. Partnering with leadership to drive sustainable growth through effective commercial management. 🏢🏡 New York City – Hybrid 💵 $100k - $130k / year ⏰ Full Time 🔴 Lead 📁 Client Services View More Client Services 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 Find jobs using your resume 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