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ResponsibilitiesCBIZ is seeking a highly motivated Tax Manager to join our Partnership Tax & Modeling practice. This role serves as a key advisor on complex partnership tax matters and works closely with clients, Partners, and engagement teams to develop tax-efficient structures, evaluate transactional opportunities, and analyze the tax implications of partnership activities.
The ideal candidate will possess deep technical expertise in partnership taxation of operating partnerships, strong analytical and modeling capabilities, and experience advising clients on complex transactions, ownership changes, and strategic tax planning initiatives. This position offers the opportunity to work on sophisticated operating partnerships and pass-through entity matters, including mergers and acquisitions, restructurings, joint ventures, and other strategic transactions.
Essential Functions and Primary Duties
Advise clients on complex partnership tax matters, including entity structuring, ownership changes, mergers and acquisitions, recapitalizations, joint ventures, and other strategic transactions.
Develop, maintain, and review partnership tax models used to evaluate transaction structures, partner economics, allocations, basis adjustments, and tax consequences.
Lead complex tax modeling and computation projects related to partnership transactions, restructuring initiatives, and strategic tax planning engagements.
Analyze partnership agreements, operating agreements, and transaction documents to identify tax implications, planning opportunities, and potential risks.
Research complex partnership tax issues and prepare technical analyses, memoranda, and recommendations for clients and engagement teams.
Collaborate with clients, attorneys, valuation professionals, and other advisors throughout the transaction lifecycle.
Identify and communicate tax planning opportunities and practical solutions to address complex client business objectives.
Mentor, coach, and develop tax professionals through technical guidance, performance feedback, and training opportunities.
Remain current on emerging partnership tax legislation, regulations, and industry developments.
Preferred Qualifications
Master’s degree in Taxation, JD, or LLM in Taxation.
Experience advising clients on partnership taxation, pass-through entities, and complex transaction structures.
Experience developing and reviewing partnership tax models, allocation analyses, and transaction computations.
Strong technical knowledge of Subchapter K, including Sections 704(b), 704(c), 751, and 752.
Experience supporting mergers and acquisitions, restructurings, recapitalizations, joint ventures, and other strategic transactions.
Experience serving private equity fund portfolio companies, operating partnerships, and closely held businesses.
Demonstrated ability to manage multiple engagements and competing priorities in a fast-paced environment.
Experience preparing tax basis balance sheets, technical memoranda and communicating complex tax concepts to clients and internal stakeholders.
Ability to think critically with strong analytical, quantitative, project management, and client service skills.
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
- Five years of experience in public accounting or a related field
- Three years of supervisory experience
- Active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Strong verbal and written communication skills
- Ability to travel based on client and business needs
- Proficiency with applicable technology
- Experience advising clients on partnership taxation, pass-through entities, and complex transaction structures
- Experience developing and reviewing partnership tax models, allocation analyses, and transaction computations
- Strong technical knowledge of Subchapter K, including Sections 704(b), 704(c), 751, and 752
- Experience supporting mergers and acquisitions, restructurings, recapitalizations, joint ventures, and strategic transactions
- Experience preparing tax basis balance sheets and technical memoranda
- Strong analytical, quantitative, project management, and client service skills
- Master's degree in Taxation, JD, or LLM in Taxation
- Experience serving private equity fund portfolio companies, operating partnerships, and closely held businesses
- Ability to manage multiple engagements and competing priorities in a fast-paced environment
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.
