CBIZ · 1 day ago
Tax Managing Director | Partnership/LLC Pass-Through Entities - National Tax Office
United States
Full-time
Remote
Director/Executive
10+ years expCBIZ is a leading professional services advisor to middle market businesses and organizations nationwide. They are seeking a Subject Matter Expert to serve as the National Co-Leader of its Partnership/LLC tax practice, responsible for providing tax consultation and shaping national policies in partnership taxation.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Responsibilities
Provide tax consultation to tax professionals in our practice offices on a variety of client tax matters throughout our national footprint
Serve as the National Co-Leader for the Partnerships/LLC tax practice, which involves shaping and maintaining associated national policies and standards, providing timely insight on emerging technical matters, and identifying and implementing associated tax planning initiatives
Serve as a Subject Matter Expert for complex questions from our practice offices involving partnership pass-through taxation, such as mergers/acquisitions, equity-based compensation, profit/loss allocations (including waterfall and target capital allocations), profits interests, treatment of debt and quasi-debt instruments, impact of recourse vs. nonrecourse financing, debt work-outs, minimum gain allocations, tiered partnership issues, special basis adjustments and step-up allocations, hot assets, IRS audits, conflicts of interest among equity holders and the entity, partner/member/shareholder agreements, self-employment and limited partner determinations, private letter ruling requests, etc
Serve as a Subject Matter Expert for tax compliance reporting questions involving partnership pass-through taxation, such as evolving information disclosure requirements, amended return procedures, administrative adjustment requests, partnership representative matters, etc
In addition to providing client consultation in a variety of tax technical areas, we expect this person to contribute to the National Tax Office’s thought leadership programs, training programs, and risk management initiatives
The candidate should have a vision on how to expand the NTO billable practice in the partnership/LLC tax area, with the goal of hiring more partnership/LLC subject matter experts into NTO to assist the leaders
In addition to the role of Co-Leader of the NTO Partnership/LLC tax practice, the candidate should have broad expertise across the gamut of domestic federal tax issues
All NTO team members are expected to help answer these inquiries in a way that provides the best client service experience
Qualification
Required
12+ years of tax partnership experience with a top-tier law firm or accounting firm, or similar experience in academia
Distinguished career in partnership pass-through taxation
Bachelor's degree in accounting
CPA, Masters in Taxation or JD/LLM
Strong proficiency with tax research subscription services including Bloomberg Tax, Thomson Reuters Checkpoint, CCH AnswerConnect, and Tax Analysts
Strong desire to be a part of and contribute to the growth of a high performing client focused team
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
Experience leading other professionals and acting in a manner that motivates, inspires, and develops junior team members
Proven leader in the delivery of high-quality work that exceeds client expectations
Excellent written and verbal communication skills, including strong email etiquette
Eagerness to be responsive at all times
Proven track-record of success in high pressure, time-constrained environments
Top-tier organizational skills and attention to detail
Self-starter and entrepreneurial nature
Team player
Bachelor's degree
10 years of experience in public accounting or related field
10 years supervisory experience
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and business needs
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2026-01-22
2025-12-18
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