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

Denver, CO, United States

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 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 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 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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