Experience Inc. Jobs

Status Category: Full-Time

Exempt/Non-Exempt: Exempt

Scheduled Hours Per Week: 40

Job Code: FS216

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. 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 382 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 Maximizing client relationships by introducing value-enhancing ideas and strategies, then bringing the right specialty tax teams to serve in new ways. Leveraging personal networks in the business community and across Private Equity channels to identify new sales and service opportunities. Contributing to marke ing and business development efforts Supporting practice development initiatives Preferred Qualifications 12+ years of tax advisory experience or a combination of audit, tax, and financial due diligence experience with a top tier firm Bachelor's degree in accounting CPA, Masters in Taxation or JD/LLM Strong desire to be a part of and contribute to the growth of a high performing client focused team Knowledge of a broad range of corporate tax matters in various industries Be well-versed in what is required to deliver at a high-level to private equity, with a demonstrated track record of working with these types of clients. Have a consulting mindset and approach to client interaction and expectations. Recognize that we are most effective when we become an extension of our clients' teams. Proven ability to articulate complex information when providing crucial negotiation insights Technically competent across multiple US federal, international, and state income tax disciplines Fundamental working knowledge of all or essentially all non-income based federal, state, and foreign tax regimes, including but not limited to indirect, payroll, property and ad valorem taxes Understanding of US GAAP, including the ASC 740 accounting for income tax principles Experience with federal tax controversy, practice, and procedure matters High degree of maturity with a proven ability to interact with senior executives, private equity firms, lenders, lawyers, and management teams Experience leading other professionals and acting in a manner that