CBIZ
Tax Lead Managing Director | National Tax Office - M&A (Remote)
CBIZ, Denver, Colorado, United States, 80285
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS216
With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.CBIZ is honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work CertificationTogether, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review, and attest services, while CBIZ provides business consulting, tax, and financial services.CBIZ and MHM National Tax Office is in search of our next M&A Tax Leader. This position will be the primary point of contact for CBIZ's Mergers & Acquisitions ("M&A") tax resources and the market-facing leader for M&A tax - inclusive of due diligence, transaction structuring opportunities, and coordinating with Industry Team colleagues for post-acquisition planning and services. Qualified candidates will possess strong technical skills and deep M&A tax experience - preferably with a background from a leading national firm.Essential Functions and Primary DutiesWorking 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.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.Recognize opportunities to grow and expand our tax services.Work collaboratively with TAS leadership, PEA sponsor coverage, and practice area leaders to support new client pitches.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.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 Qualifications12+ 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.Have a consulting mindset and approach to client interaction and expectations.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.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 RequiredBachelor's degree required; Master's degree preferred in Accounting, Taxation, or related field.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.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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Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS216
With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.CBIZ is honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work CertificationTogether, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review, and attest services, while CBIZ provides business consulting, tax, and financial services.CBIZ and MHM National Tax Office is in search of our next M&A Tax Leader. This position will be the primary point of contact for CBIZ's Mergers & Acquisitions ("M&A") tax resources and the market-facing leader for M&A tax - inclusive of due diligence, transaction structuring opportunities, and coordinating with Industry Team colleagues for post-acquisition planning and services. Qualified candidates will possess strong technical skills and deep M&A tax experience - preferably with a background from a leading national firm.Essential Functions and Primary DutiesWorking 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.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.Recognize opportunities to grow and expand our tax services.Work collaboratively with TAS leadership, PEA sponsor coverage, and practice area leaders to support new client pitches.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.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 Qualifications12+ 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.Have a consulting mindset and approach to client interaction and expectations.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.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 RequiredBachelor's degree required; Master's degree preferred in Accounting, Taxation, or related field.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.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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