Tax Managing Director - Cbiz

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 Nation  
• Top Workplaces USA  
• Top Workplaces – Financial Services Industry  
• Best and Brightest Companies in Wellness  
• Great Place to Work Certification  

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.

CBIZ and CBIZ CPAs is in search of a Subject Matter Expert for Pass-Through entities. The ideal candidate will bring expanded expertise as it relates to working with pass-through entity practice, especially LLCs and Partnership Clients. Currently, our tax practice serves in excess of 32,000 pass-through entity clients. Given the rapid growth our team is experiencing, we are in need of a high-level candidate, so that we can maintain an acceptable level of responsiveness to our offices' consultation needs in this area. 

Essential Functions and Primary Duties 

• Provide tax consultation to tax professionalsin our practice offices on a variety of client tax matters throughout our national footprint.   

• Serve as the Subject Matter Expert for complex questions from our practice offices involving pass-through taxation, such as mergers/acquisitions, equity-based compensation, contingent  interests,  profit/loss allocations (including waterfall and target capital allocations), profits interests, treatment of debt and quasi-debt instruments, impact of recourse vs. nonrecourse financing, tiered partnership issues, special basis adjustments, IRS audits, conflicts of interest among equity holders and the entity,  partner/member/shareholder agreements, construction industry long-term contract methods, installment reporting, private letter ruling requests, etc.   

• Serve as the Subject Matter Expert for tax compliance reporting questions involving pass-through taxation, such as evolving information disclosure requirements, amended return procedures, administrative adjustment requests, partnership representative matters, etc.  

• In addition to providing client consultation in a variety of tax technical areas, we expect this person to contribute to the National Tax Office’s thought leadership programs, training programs, and risk management initiatives. This includes ongoing familiarity with trending legislative, administrative, and judicial developments. This would supplement current resources performing in those areas. 

Preferred Qualifications 

• 12+ years of tax partnership experience with a top a top-tier firm 

• Bachelor’s degree in accounting  

• CPA, Masters in Taxation or JD/LLM 

• Strong proficiency with tax research subscription services including Bloomberg Tax, Thomson Reuters Checkpoint, CCH AnswerConnect, and Tax Analysts. 

• Strong desire to be a part of and contribute to the growth of a high performing client focused team 

• 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. 

• 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.

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