Tax Director | Private Equity (Outsourcing)

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide, offering industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology.

About the role

Serve as the primary point of contact for private equity clients, building and maintaining strong relationships while understanding their financial goals. Provide personalized tax planning and advisory services tailored to each client’s unique needs.

Responsibilities

• Develop and implement comprehensive tax strategies for private equity clients.
• Stay current on changes in tax laws and regulations to ensure compliance and maximize tax efficiency.
• Advise clients on various tax-related matters.
• Manage and lead a team of tax professionals, including tax managers, senior tax consultants, and other staff, providing guidance, mentorship, and support.
• Oversee workflow to ensure timely and accurate delivery of tax services.
• Ensure tax returns and related documents are prepared accurately and filed on time.
• Navigate complexities in clients’ tax strategies, challenges, and provide solutions.
• Review complex tax returns and financial statements.
• Coordinate with other departments to gather necessary information for tax compliance.
• Identify opportunities to expand the firm's private equity tax practice.
• Participate in business development activities, including networking events and client presentations.
• Work with the marketing team to develop promotional materials and strategies.
• Assess and mitigate potential risks associated with tax planning and compliance.
• Implement internal controls and best practices to ensure high-quality service delivery.

Requirements

• Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation, or related field.
• 8 years of experience in public accounting or related field.
• 6 years of supervisory experience.
• Active CPA or equivalent certification.
• Extensive experience in tax planning and compliance, with a focus on private equity clients.
• Strong knowledge of tax laws and regulations.
• Proven ability to manage deadlines, work on multiple assignments, and prioritize tasks.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing at all levels of an 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.

Skills

• Excellent leadership and interpersonal skills.
• Exceptional communication and presentation skills.
• Business development and client relationship management experience.