Tax Lead Managing Director | National Tax Office - M&A (Remote)

With over offices and nearly 7, 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 :

• 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 CBIZs 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 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 organization
• Working within our current deliverable framework to support conclusions and highlight key risks
• Creating tax financial analysis models
30+ days ago