Tax Director | Partnership/LLC Pass -Through Entities - National Tax Office

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CBIZ’s National Tax Office is in search of a Subject Matter Expert to join its Partnership/LLC tax practice. The ideal candidate will bring leading expertise as it relates to the complex world of partnership and LLC taxation. Given our rapid growth both organically and via acquisitions, we are in need of a high-level candidate, so that we can shape internal policy and 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. A primary emphasis will involve the “700 series” of the Internal Revenue Code, with secondary involvement in other ubiquitous areas of federal taxation (e.g., sections 170, 453, 469, etc.) as needed.

• Lead the Partnership/LLC allocation modeling practice, which includes both “hands-on” involvement and management of others with respect to the creation or validation of waterfall and target allocations, capital account revaluations, and section 704(c) special allocations.

• Contribute to the Partnerships/LLC tax practice of the National Tax Office in projects that involve shaping and maintaining associated national policies and standards, providing timely insight on emerging technical matters, and identifying and implementing associated tax planning initiatives.

• Serve as a Subject Matter Expert for complex questions from our practice offices involving partnership pass-through taxation, such as mergers/acquisitions, equity-based compensation, profit/loss allocations (including waterfall and target capital allocations), profits interests, treatment of debt and quasi-debt instruments, impact of recourse vs. nonrecourse financing, debt work-outs, minimum gain allocations, tiered partnership issues, special basis adjustments and step-up allocations, hot assets, IRS audits, conflicts of interest among equity holders and the entity, partner/member/shareholder agreements, self-employment and limited partner determinations, private letter ruling requests, etc.   

• Serve as a Subject Matter Expert for tax compliance reporting questions involving partnership 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.  Flexibility to travel is important, as programs and meetings occur across the country.

• 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.  Flexibility to travel is important, as programs and meetings occur across the country.

• The candidate should have a vision on how to expand the NTO billable practice in the partnership/LLC tax area, with the goal of hiring more partnership/LLC subject matter experts into NTO to assist the leaders.

• The candidate should also have broad expertise across the gamut of domestic federal tax issues. Many of the inquiries from local offices involve complex or unusual issues that require the expertise of our group but cannot be limited to specific sections or areas of the Internal Revenue Code. All NTO team members are expected to help answer these inquiries in a way that provides the best client service experience.

Preferred Qualifications 

• 8+ years of tax partnership experience with a top a top-tier law firm or accounting firm, or similar experience in academia

• Distinguished career in partnership pass-through taxation 

• 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

• Team player 

Minimum Qualifications 

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of 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

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.