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Last updated: 7 days ago

Tax Managing Director | High Net Worth

CBIZPhiladelphia, PA, United States
Full-time

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 clie... Show more

Wealth Advisor III

TruistPhiladelphia, PA, United States
Full-time

Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.Responsible for developing and deepening client relationships through needs-based, high-level client... Show more

Occupational Therapist

Meadowview Rehabilitation and Nursing CenterPhiladelphia, PA
Full-time

Meadowview Rehabilitation and Nursing Center -.PRN Occupational Therapist (OT) – Skilled Nursing & Rehabilitation.Meadowview Rehabilitation & Nursing Center – Lafayette Hill, PA.Join Our Te... Show more

.NET Application Support Engineer

TransCorePennsauken, Estados Unidos
Full-time

TransCore (TRN), a subsidiary of ST Engineering, is seeking a full-time.NET Application Support Engineer to join our team in Ashburn, Virginia.We are seeking a skilled and solutions-oriented.NET Ap... Show more

Tax Director- High Net Worth

Liberty JobsPhiladelphia, PA
Full-time

Tax Director – High Net Worth Clients.Our client is seeking an experienced.This is a rare opportunity to step into a leadership role with long-term growth potential and make a direct impact on clie... Show more

U.S. Private Bank - Tax Strategist - Executive Director

JPMorgan ChasePhiladelphia, PA, United States
Full-time

Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.Wealth Management helps individuals, families and foundations take a more intentional ... Show more

High Net Worth Tax Principal

Baker TillyPhiladelphia, PA, United States
Full-time

Are you looking to join an entrepreneurial firm which is one of the fastest growing in the US - one where you will be the "go to" high net worth tax expert?.Are you inspired to lead a practice, lea... Show more

Behavioral Health Assistant - AP

NET Centers/NET Community CarePhiladelphia, PA, United States
Full-time

Behavioral Health Assistant - AP.WLEHIG - Philadelphia, PA 19133 Start Date 06/10/2026.Assists the clinical staff with the daily tasks to include ensuring the safety and welfare of all consumers, m... Show more

Product Manager - Data Science (MDM / Net Revenue)

IntegriChainPhiladelphia, PA, United States
Full-time

Product Manager - Data Science (MDM / Net Revenue).We are looking for a Product Manager with strong Master Data Management (MDM), HCO mastering, Life Sciences domain, and Net Revenue data experienc... Show more

Physical Therapist

Deer MeadowsPhiladelphia, PA
Full-time

Full-Time Physical Therapist (PT) – Skilled Nursing & Rehabilitation.Deer Meadows Rehabilitation Center – Philadelphia, PA.Deer Meadows Rehabilitation Center is seeking a compassionate and moti... Show more

Physical Therapist Assistant (PTA)

Willow Terrace Nursing and Rehabilitation CenterPhiladelphia, PA
Full-time

Willow Terrace Nursing and Rehabilitation Center -.Full-Time Physical Therapist Assistant (PTA) – Skilled Nursing & Rehabilitation.Willow Terrace – Philadelphia, PA.Join Our In-House Therapy Te... Show more

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Philanthropic

The Goldman Sachs Group, Inc.Philadelphia, PA, United States
Full-time

We are seeking a sophisticated and collaborative Philanthropic Strategist to join the Goldman Sachs Family Office team.This role is designed for a client-facing professional who can help ultra-high... Show more

Lead Full Stack Engineer (.Net, Vue/React) - Fully Remote

CoverGoPhiladelphia, PA, US
Remote
Full-time
Quick Apply

Working on the latest tech for the Insurtech Market Leader.At CoverGo, our mission is to empower all insurance companies to make insurance 100% digital and accessible to everyone.We are a leading g... Show more

Dry Van CDL-A: 70CPM | 45% of Net | $2400 Weekly + Bonuses

House of TruckingPHILADELPHIA, PA, USA
Full-time

PAY & INCENTIVES • 70 CPM/ 45% of the net profit • $1900 - $2400 weekly take-home pay • 3000+ miles weekly • Cash Advance available • Clean Inspection Bonuses • Referral Bonuses • Pay period is... Show more

Tax Director

Talnt LLCPhiladelphia, PA, United States
Full-time

We are seeking an experienced Tax Director to join our Private Client advisory practice, serving high net worth individuals, families, trusts, estates, and closely held businesses.This leadership r... Show more

Tax Director

TalntPhiladelphia, Pennsylvania, United States
Full-time
Quick Apply

Private Client advisory practice, serving high net worth individuals, families, trusts, estates, and closely held businesses.This leadership role is responsible for providing strategic tax planning... Show more

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Philanthropic

Goldman SachsPhiladelphia, PA, United States
Full-time

We are seeking a sophisticated and collaborative Philanthropic Strategist to join the Goldman Sachs Family Office team.This role is designed for a client-facing professional who can help ultra-high... Show more

Bill Pay Relationship Manager

Rockefeller Capital ManagementPhiladelphia, PA, United States
Full-time

Rockefeller Capital Management.Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm.Originally founded in 1882 as the family office of Jo... Show more

.NET Application Support Engineer

TransCoreHarrisburg, Estados Unidos
Full-time

TransCore (TRN), a subsidiary of ST Engineering, is seeking a full-time.NET Application Support Engineer to join our team in Ashburn, Virginia.We are seeking a skilled and solutions-oriented.NET Ap... Show more

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Tax Managing Director | High Net Worth

Tax Managing Director | High Net Worth

CBIZPhiladelphia, PA, United States
30+ days ago
Job type
  • Full-time
Job description

Job Title

Job Title

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

Preferred Qualifications

  • Master's degree in Accounting, Taxation or related field

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. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.