Tax Managing Director National Tax Office - Pass-Through Entities (

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 a Subject Matter Expert for Pass-Through entities. The ideal candidate will bring expanded expertise as it relates to working with pass-through entity practice, especially LLCs and Partnership Clients. Currently, our tax practice serves in excess of 32,000 pass-through entity clients. Given the rapid growth our team is experiencing, we are in need of a high-level candidate, so that we can maintain an acceptable level of responsiveness to our offices' consultation needs in this area.

Essential Functions and Primary Duties

Provide tax consultation to tax professionals in our practice offices on a variety of client tax matters throughout our national footprint.

Serve as the Subject Matter Expert for complex questions from our practice offices involving pass-through taxation, such as mergers/acquisitions, equity-based compensation, contingent interests, profit/loss allocations (including waterfall and target capital allocations), profits interests, treatment of debt and quasi-debt instruments, impact of recourse vs. nonrecourse financing, tiered partnership issues, special basis adjustments, IRS audits, conflicts of interest among equity holders and the entity, partner/member/shareholder agreements, construction industry long-term contract methods, installment reporting, private letter ruling requests, etc.

Serve as the Subject Matter Expert for tax compliance reporting questions involving pass-through taxation, such as evolving information disclosure requirements, amended return procedures, administrative adjustment requests, partnership representative matters, etc.

In addition to providing client consultation in a variety of tax technical areas, we expect this person to contribute to the National Tax Office’s thought leadership programs, training programs, and risk management initiatives. This includes ongoing familiarity with trending legislative, administrative, and judicial developments. This would supplement current resources performing in those areas.

Preferred Qualifications

12+ years of tax partnership experience with a top a top-tier firm

Bachelor’s degree in accounting

CPA, Masters in Taxation or JD/LLM

Strong proficiency with tax research subscription services including Bloomberg Tax, Thomson Reuters Checkpoint, CCH AnswerConnect, and Tax Analysts.

Strong desire to be a part of and contribute to the growth of a high performing client focused team

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.

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.

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