Tax Manager | Asset Management (Co-Sourcing)

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 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.

Join our growing success story in New England! With 300 professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members.

Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries;

venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups.

From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.

Are you a tax accountant focused on servicing Private Equity firms that is looking to expand your knowledge beyond primarily tax compliance?

Did you find yourself in a stressful busy season, questioning "where do I go from here?" Look no further than our CBIZ Private Equity Tax Co-Sourcing team!

We are seeking candidates with Private Equity or Private Debt experience who are interested in providing co-sourcing / outsourcing services for global Private Equity and Debt 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, demonstrates 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, including review of book-to-tax and allocation workpapers for both closed and open-ended funds
• Assist in gathering data and reviewing schedules to be used in preparing tax returns
• Prepare and review quarterly and year end estimates
• Review and respond to federal and state notices received
• Coordinate tax compliance processes with clients' functional teams and clients' external service providers
• Manage staff on engagement deliverables (such as tax returns, 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
• Manage and retain multiple client relationships, engagements and special projects
• Responsible for billing and realization on assigned clients
• Able and willing to work with client personnel at client location, as needed
• 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; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Preferred Qualifications

• Master's degree in Accounting, Finance or related field
• Experience working on large, complex Asset Management clients is preferred.
• Experience working with open-ended funds (Hedge Funds and / or Private Debt Funds) and knowledge of related tax allocation issues is a plus.

Minimum Qualifications Required

• Bachelor's degree
• 6 years of experience in public accounting or related field.
• 3 years supervisory experience preferred
• Must have CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

The annual salary target for this job in this market is $105,000-$155,000. 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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