#LI-DE1 #LI-Hybrid
ResponsibilitiesAre you a tax accountant focused on Private Equity that is looking to expand your knowledge beyond primarily tax compliance? Did you find yourself in a stressful busy season, questioning "where do I go from here?" Look no further than our CBIZ Private Equity Co-Sourcing team!
We are seeking candidates with Private Debt Fund/Private Credit Fund experience who are interested in providing co-sourcing/outsourcing services for Credit-Focused Alternative Asset Managers. Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects. We offer an opportunity to work on rewarding, high-profile clients with exposure to interesting technical matters using a team approach that allows for great work life balance in a friendly, supportive environment.
Essential Functions and Primary Duties
- Serve as client’s trusted advisor, demonstrates proficient knowledge of technical skills, industry trends and alternatives.
- Identify client issues and conflicts; proactively communicate solution options to client and team
- Review of all federal and state tax returns and K-1s and related filings
- Review and respond to federal and state notices received
- Assist in gathering data and reviewing schedules to be used in preparing tax returns
- Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
- Prepare year end estimates
- Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
- Understand the client’s organization, procedures and internal policies
- Manage and retain multiple client relationships, engagements and special projects
- Responsible for billing and realization on assigned clients
- Able and willing to work with client personnel at client location, as needed
- Assist with developing engagement budgets, billing and ensuring desired realization on assigned clients
- Identify need for staffing resources and manage scheduling process for staff
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and builds a positive culture
- Participating in practice development activities that lead to the generation of new business and the opportunities for cross-serves
- Additional responsibilities as assigned
Preferred Qualifications
- Master’s degree in accounting, Finance or related field
Minimum Qualifications
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
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
- Experience with Private Debt Fund/Private Credit Fund tax matters
- Bachelor's degree
- 8 years experience in public accounting or related field
- 5 years supervisory experience
- Active CPA or equivalent certification
- Ability to manage all aspects of client engagements, deadlines, and multiple assignments
- Demonstrated verbal and written communication across all organizational levels
- Proficient use of applicable technology
- Must be able to travel based on business needs
- Prepare year-end estimates, review federal/state tax returns and K-1s, respond to notices
- Master's degree in Accounting, Finance 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.
