Demo

Advisory Managing Director

CBIZ
Middletown, OH Full Time
POSTED ON 2/4/2025
AVAILABLE BEFORE 5/4/2025

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

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.

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.

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

Minimum Qualifications Required

  • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field
  • preferred

  • 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
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