Managing Director | Accounting Advisory Services - CBIZ

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 21 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.

Join our growing success story in New England! With 300+ professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.

We are seeking a Managing Director with strong public accounting experience, strong leadership qualities and an ability to generate new business help support and grow our New England practice. The Managing Director will be an integral part of the Accounting Advisory Services team primarily focused on managing and providing deep expertise on client engagements and helping build out the practice. This position offers an exciting opportunity to join a collaborative and high energy team and to directly impact the performance, operations and success of the practice.

Essential Functions and Primary Duties:

1. Proven track record delivering transaction-oriented accounting and reporting services for mergers and acquisitions, carve-outs, complex capital raising and financing structures.
2. Deep technical expertise for various accounting topics such as equity versus debt classification, revenue recognition, lease accounting, business combinations, public company reporting rules and regulations, complex equity/liability awards and other technical accounting matters.
3. Industry expertise and experience in non-financial services sectors.
4. Excels at building client relations, delivering high quality client service and providing mentorship to team members.
5. Collaborative approach working with the CBIZ professional standards group (subject matter experts).
6. Develops new business relationships both internally at CBIZ and externally to generate new business.
7. Collaborates across service lines to facilitate go-to-market strategies for client pursuits and generates cross-selling revenues.
8. Proactively uses professional network for talent acquisition and lead generation.
9. Successful at identifying and creating recurring revenue streams from advisory engagements.

Preferred Qualifications:

1. 15 years of experience in public accounting (audit or advisory) or in a corporate leadership position.
2. Familiarity and knowledge of application of SEC rules and regulations, including prior experience with IPO, reverse merger and SPAC transactions.
3. Understanding of and experience with application and research of U.S. GAAP and relevant auditing standards.
4. Ability to work independently in fast-paced, multi-tasked environment.
5. Ability to manage multiple workflows simultaneously while managing time and budget.
6. Well-developed aptitude for quantitative and qualitative analysis.
7. Ability to interface with team members and client personnel in demanding, deadline-driven situations.
8. Experience collaborating with tax, valuation and risk advisory professionals in problem solving situations.
9. Prior experience managing teams and the development of others.

Minimum Qualifications Required:

1. Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field.
2. 10 years of experience in public accounting or related field.
3. 10 years of supervisory experience.
4. Must have CPA or equivalent certification.
5. Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
6. Proficient use of applicable technology.
7. Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.
8. Proven high level of business integrity, client service and leadership skills.
9. Must be able to travel based on client and business needs.

The annual salary target for this job in this market is $250,000-$600,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.