Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS216
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 o ganization
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