Tax Manager – Partnership Tax and Modeling
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Job Description
Tax Manager advising CBIZ clients on complex partnership taxation, transaction structures, and tax modeling. Supporting mergers, restructurings, joint ventures, and strategic tax planning.
Responsibilities:
- Advise clients on complex partnership tax matters, including entity structuring, ownership changes, mergers and acquisitions, recapitalizations, joint ventures, and other strategic transactions
- Develop, maintain, and review partnership tax models evaluating transaction structures, partner economics, allocations, basis adjustments, and tax consequences
- Lead complex tax modeling and computation projects for partnership transactions, restructuring initiatives, and strategic tax planning engagements
- Analyze partnership agreements, operating agreements, and transaction documents to identify tax implications, planning opportunities, and risks
- Research complex partnership tax issues and prepare technical analyses, memoranda, and recommendations
- Collaborate with clients, attorneys, valuation professionals, and other advisors throughout the transaction lifecycle
- Identify and communicate tax planning opportunities and practical solutions for client business objectives
- Mentor, coach, and develop tax professionals through technical guidance, performance feedback, and training
- Remain current on partnership tax legislation, regulations, and industry developments
Requirements:
- Bachelor’s degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated verbal and written communication throughout all levels of the organization, internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
- Preferred: Master’s degree in Taxation, JD, or LLM in Taxation
- Experience advising clients on partnership taxation, pass-through entities, and complex transaction structures
- Experience developing and reviewing partnership tax models, allocation analyses, and transaction computations
- Strong technical knowledge of Subchapter K, including Sections 704(b), 704(c), 751, and 752
- Experience supporting mergers and acquisitions, restructurings, recapitalizations, joint ventures, and other strategic transactions
- Experience serving private equity fund portfolio companies, operating partnerships, and closely held businesses
- Ability to manage multiple engagements and competing priorities in a fast-paced environment
- Experience preparing tax basis balance sheets and technical memoranda, and communicating complex tax concepts to clients and internal stakeholders
- Strong analytical, quantitative, project management, and client service skills
Benefits:
- Remote work arrangement
- Opportunities for personal and professional growth
- Technical guidance, performance feedback, and training opportunities
- Compensation based on the selected individual's background
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