Managing Director

Job Description

#CBIZAdvisory

Responsibilities

The Managing Director provides strategic leadership across client engagements, business development, talent development, and operational performance. This role serves as a senior advisor to clients, a subject matter expert within the firm, and a key driver of growth, quality, and innovation. The Managing Director ensures exceptional client service, advances firm strategy, develops the next generation of leaders, and upholds the highest professional standards.

Client Engagement Leadership

• 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.
  
  

Technical Expertise & Thought Leadership

• 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.
  
  

Business Development & Practice Growth

• 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.
  
  

Team Leadership & Talent Development

• 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.
  
  

Strategic Leadership & Innovation

• 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.
  
  

Minimum Qualifications

• 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
  
  

About Us

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.