Tax Director – Private Client Services

CBIZ

. Expand revenue of existing clients .

Posted 9/17/2026full-timeGreenwich • Connecticut • United StatesLead💰 $180,000 - $295,000 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

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Applicant Tracking System Keywords

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Hard Skills

Business PlanningRevenue ExpansionQuality Control StandardsTechnical AdvisoryBilling Management

Soft Skills

Leadership SkillsCommunication SkillsTeam BuildingClient ServiceIntegrity

Tools & Technologies

Applicable Technology Proficiency

Certifications & Qualifications

CPA Certification

Industry Keywords

Public AccountingBusiness DevelopmentClient ManagementOperational ManagementRevenue Growth

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
May be the internal advisor on technical matters as a Subject Matter Expert
May be a member of the Senior Operations Management Team
Drive a team environment; demonstrate support of management decisions and build 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

Hybrid work arrangement
Opportunity to grow personally and professionally
Ability to work in the office and/or client location a minimum of 3 days per week