CBIZ is a national professional services firm serving middle-market businesses and organizations across sectors including insurance, healthcare, and manufacturing. Its teams bring together accounting, tax, advisory, benefits, insurance, technology, and cybersecurity expertise, combining local relationships with broader resources. CBIZ supports clients through audit and attest services, tax planning and compliance, risk management, HR and benefits administration, investment and transaction advisory, and technology solutions designed to strengthen operations and manage business risk.
CBIZ Tax Manager – Partnership Tax and Modeling (Remote)
Lead partnership tax advice and modeling for CBIZ clients in complex transactions and strategic planning engagements. Support mergers, restructurings, joint ventures, and related tax analyses.
United States$150,000 – $165,000 / year
RemoteFull-timeMiddleSeniorEnglish RequiredAccount ManagerSalesDescription
- Advise clients on partnership tax matters involving entity structuring, ownership changes, mergers and acquisitions, recapitalizations, joint ventures, and other strategic transactions
- Build, maintain, and review partnership tax models covering transaction structures, partner economics, allocations, basis adjustments, and tax outcomes
- Direct tax modeling and computation engagements for partnership transactions, restructurings, and strategic planning initiatives
- Review partnership agreements, operating agreements, and transaction documents to assess tax consequences, planning opportunities, and potential risks
- Investigate complex partnership tax questions and produce technical analyses, memoranda, and recommendations
- Work with clients, attorneys, valuation specialists, and other advisors across the transaction lifecycle
- Recognize and explain tax planning opportunities and practical approaches aligned with client objectives
- Mentor and develop tax professionals through technical coaching, feedback, and training
- Stay informed about partnership tax legislation, regulations, and relevant industry developments
Requirements
- Bachelor’s degree
- At least five years of experience in public accounting or a related field
- At least three years of supervisory experience
- Active CPA license or equivalent certification
- Ability to oversee all aspects of client engagements
- Clear verbal and written communication with internal and external stakeholders at all organizational levels
- Willingness to travel according to client and business needs
- Proficiency with applicable technology
- Preferred: master’s degree in taxation, JD, or LLM in taxation
- Experience advising on partnership taxation, pass-through entities, and complex transaction structures
- Experience creating and reviewing partnership tax models, allocation analyses, and transaction computations
- Strong technical understanding 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 portfolio companies, operating partnerships, and closely held businesses
- Ability to manage multiple engagements and shifting priorities in a fast-paced setting
- Experience preparing tax basis balance sheets and technical memoranda and explaining complex tax concepts to clients and internal stakeholders
- Strong analytical, quantitative, project management, and client service capabilities
Benefits
- Remote work arrangement
- Opportunities to support personal and professional development
- Access to technical guidance, performance feedback, and training
- Compensation determined by the selected candidate’s background