Tax Director | Partnership/LLC Pass -Through Entities - National Tax Office

About the role

The National Tax Office of CBIZ is seeking a Subject Matter Expert to join its Partnership/LLC tax practice. The ideal candidate will possess extensive expertise in partnership and LLC taxation and will play a key role in shaping internal policies and responding to client consultations.

Responsibilities

• Provide tax consultation to tax professionals in practice offices on a variety of client tax matters.
• Lead the Partnership/LLC allocation modeling practice, including hands-on involvement and management of others.
• Contribute to shaping and maintaining national policies and standards within the Partnership/LLC tax practice.
• Identify and implement tax planning initiatives and provide timely insight on emerging technical matters.
• Serve as a Subject Matter Expert for complex questions involving partnership pass-through taxation, such as mergers/acquisitions, equity-based compensation, profit/loss allocations, and various tax planning scenarios.
• Contribute to thought leadership programs, training initiatives, and risk management efforts.
• Travel to support national programs and meetings across the country.
• Expand the NTO billable practice in partnership/LLC tax, including hiring additional subject matter experts.
• Offer expertise across domestic federal tax issues, including complex or unusual inquiries.

Requirements

• 8+ 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.
• A consulting mindset and approach to client interaction and expectations.
• Experience leading other professionals and motivating, inspiring, and developing junior team members.
• Proven leader in delivering 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.

Preferred Qualifications

• Flexible to travel.
• Broad expertise across domestic federal tax issues.
• Ability to manage deadlines, work on multiple assignments, and prioritize tasks.
• 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.
• Ability to travel based on client and business needs.