#LI-AE1 #LI-Remote
ResponsibilitiesEssential Functions and Primary Duties
Collaborate with federal tax and advisory teams in buy-side and sell-side transaction tax engagements
Perform multi-state tax due diligence to related middle market companies and private equity investors with a focus on nexus, exposure quantification, and audit risk
Apply and interpret state and local tax law as it relates to tax due diligence exercises
Analyze state income and franchise tax, sales and use tax, property tax, payroll tax, and unclaimed property
Write detailed reports to present diligence findings to clients
Responsible for engagement management, including preparing and presenting tax findings and concepts
Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives
Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution
Review and critique project databooks and reports prepared by project team members
Perform post-close follow-up work including nexus studies, voluntary disclosures, audit defense, and other SALT planning
Advise clients on preparation for exit and help implement remediation strategies ahead of sale
Interface with senior executives of clients and target companies
Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors
Work on multiple projects of varying size and complexity
Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition
Preferred Qualifications
- 6+ years of applicable work experience in one of the following: tax compliance and consulting, or other M&A experience
Advanced MS Excel skills and strong working knowledge of other MS Office applications, specifically PowerPoint
Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project
Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential
Strong verbal and written communication skills
Experience working in a fast-paced environment and ability to manage multiple projects and deadlines
Master's degree in Accounting, Taxation or related field
Licensed CPA/equivalent certification
Minimum Qualifications
- Bachelor’s degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
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.
Skills Required
- Bachelor's degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
- 6+ years of applicable work experience in tax compliance and consulting or M&A (preferred)
- Advanced MS Excel skills and strong working knowledge of other MS Office applications, specifically PowerPoint
- Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners
- Master's degree in Accounting, Taxation or related field
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
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