Managing Director | Accounting Advisory Services
Marcum
Boston, MA · Posted July 31, 2026
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November 2026
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- Best cities for finance pay after cost of living #1 San Mateo ($162k)
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About the job
#LI-HP1 #LI-Onsite
CBIZ is seeking a Managing Director with strong public accounting experience, strong leadership qualities and an ability to generate new business to help support and grow our Financial Accounting Advisory Services practice (FAAS). The Managing Director will be an integral part of the FAAS 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
Proven track record delivering transaction-oriented accounting and reporting services for mergers and acquisitions, carve-outs, complex capital raising and financing structures
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 other technical accounting matters
Industry expertise and experience in non-financial services sectors
Excels at building client relations, delivering high quality client service and providing mentorship to team members
Collaborative approach working with the CBIZ professional standards group (subject matter experts)
Develops new business relationships both internally at CBIZ and externally to generate new business and attract new talent.
Collaborates across service lines to facilitate go-to-market strategies for client pursuits and generates cross-selling revenues
Proactively uses professional network for talent acquisition and lead generation
Successful at identifying and creating recurring revenue streams from advisory engagements
Preferred Qualifications
15 years’ experience in public accounting (audit or advisory) or in a corporate leadership position
Familiarity and knowledge of application of SEC rules and regulations, including prior experience with IPO, reverse merger and SPAC transactions
Understanding of and experience with application and research of U.S. GAAP and relevant auditing standards
Ability to work independently in fast-paced, multi-tasked environment
Ability to manage multiple workflows simultaneously while managing time and budget
Well-developed aptitude for quantitative and qualitative analysis
Ability to interface with team members and client personnel in demanding, deadline-driven situations
Experience collaborating with tax, valuation and risk advisory professionals in problem solving situations
Prior experience managing teams and the development of others
Minimum Qualifications
Bachelor's degree
10 years of experience in public accounting or related field
10 years supervisory experience
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
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.