Tax Manager | Private Equity (Outsourcing)

Private Equity Tax Consultant

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

We are seeking candidates with Private Equity experience who are interested in providing co-sourcing / outsourcing services for global Private Equity Funds. 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, demonstrate 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
• 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
• Review quarterly and year end estimates
• Manage staff on engagement deliverables (such as tax returns, quarterly estimates, 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 and collaborate with client to co-develop process improvements
• Manage and retain multiple client relationships, engagements and special projects
• Able and willing to work with client personnel at client location, as needed
• Responsible for billing and realization on assigned clients
• 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; demonstrate support of management and decisions and build 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

Minimum Qualifications Required