Tax Lead Managing Director | National Tax Office - M&A (Remote)

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.

Essential Functions and Primary Duties

• Working directly with team members across our organization and our clients to develop comprehensive solutions to complex transactional challenges as well as post-merger planning opportunities.
• Leveraging tax technical knowledge to lead engagement teams in performing buy- and sell-side due diligence and developing tax-efficient acquisition and divestiture structures
• Conducting, developing, overseeing and reviewing tax due diligence, tax structuring and tax modeling workstreams including but not limited to identification and mitigation of relevant historical and projected tax risks, tax-advantage structuring, optimizing and preserving valuable tax attributes, mitigating tax costs related to cancellation of indebtedness income and worthless stock deduction analysis, conducting Section 382 and transaction cost analyses
• Managing the resolution of technical tax issues dealing with consolidated returns, S Corporations, partnerships, and limited liability companies
• Identifying and analyzing tax risks and opportunities while advising both strategic and private equity buyers and sellers on alternative tax strategies for the acquisition, disposition, and restructuring of businesses
• Lead the comprehensive review and analysis of all legal documents related to M&A transactions, including but not limited to, purchase agreements, contracts, and financial arrangements. This involves a detailed examination of terms and conditions, representations and warranties, indemnities, and other clauses to identify tax obligations, risks, and opportunities.
• Recognize opportunities to grow and expand our tax services. This includes recommendations to expand the scope to dig deeper into key risks identified during the course of diligence, structuring support, and post-close support related to tax issue remediation and ongoing compliance.
• Work collaboratively with TAS leadership, PEA sponsor coverage, and practice area leaders to support new client pitches and contribute in a way that more fully credentials our capabilities - with an equivalent level of confidence and thoughtfulness that with which we sell our solutions.
• Support the development of cross-functional marketing materials.
• Expanding tax research skills through deep exploration of complex technical tax issues across a broad spectrum of tax law
• Teaching, guiding, and coaching team members across our organization
• Working within our current deliverable framework to support conclusions and highlight key risks
• Creating tax financial analysis models
• Maximizing client relationships by introducing value-enhancing ideas and strategies, then bringing the right specialty tax teams to serve in new ways.
• Leveraging personal networks in the business community and across Private Equity channels to identify new sales and service opportunities.
• Contributing to marketing and business development efforts
• Supporting practice development initiatives

Preferred Qualifications

• 12+ years of tax advisory experience or a combination of audit, tax, and financial due diligence experience with a top tier firm
• Bachelor's degree in accounting
• CPA, Masters in Taxation or JD/LLM
• Strong desire to be a part of and contribute to the growth of a high performing client focused team
• Knowledge of a broad range of corporate tax matters in various industries
• Be well-versed in what is required to deliver at a high-level to private equity, with a demonstrated track record of working with these types of clients.
• Have a consulting mindset and approach to client interaction and expectations. Recognize that we are most effective when we become an extension of our clients' teams.
• Proven ability to articulate complex information when providing crucial negotiation insights
• Technically competent across multiple US federal, international, and state income tax disciplines
• Fundamental working knowledge of all or essentially all non-income based federal, state, and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes
• Understanding of US GAAP, including the ASC 740 accounting for income tax principles
• Experience with federal tax controversy, practice, and procedure matters
• High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, and management teams
• Experience leading other professionals and acting in a manner that motivates, inspires, and develops junior team members
• Proven leader in the delivery of high-quality work that exceeds client expectations
• Excellent written and verbal communication skills, including strong email etiquette
• Eagerness to be responsive at all times
• Proven track-record of success in high pressure, time-constrained environments
• Top-tier organizational skills and attention to detail
• Self-starter and entrepreneurial nature

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

The annual salary target for this job in this market is $300,000-$550,000. 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.

The application window is anticipated to close on or before June 30, 2024. We do encourage that you apply to this position as soon as possible.

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