M&A SALT Manager | National Tax Office

#LI-AE1 #LI-Remote

Essential Functions and Primary Duties

• Collaborate with federal tax and advisory teams in buy-side and sell-side transaction tax engagements

• Perform multi-state tax due diligence to related middle market companies and private equity investors with a focus on nexus, exposure quantification, and audit risk

• Apply and interpret state and local tax law as it relates to tax due diligence exercises

• Analyze state income and franchise tax, sales and use tax, property tax, payroll tax, and unclaimed property

• Write detailed reports to present diligence findings to clients

• Responsible for engagement management, including preparing and presenting tax findings and concepts

• Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives

• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution

• Review and critique project databooks and reports prepared by project team members

• Perform post-close follow-up work including nexus studies, voluntary disclosures, audit defense, and other SALT planning

• Advise clients on preparation for exit and help implement remediation strategies ahead of sale

• Interface with senior executives of clients and target companies

• Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors

• Work on multiple projects of varying size and complexity

• Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition

Preferred Qualifications

• 6+ years of applicable work experience in one of the following: tax compliance and consulting, or other M&A experience

• Advanced MS Excel skills and strong working knowledge of other MS Office applications, specifically PowerPoint

• Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project

• Demonstrated ability to learn and succeed in a fast-paced and unconventional work environment is essential

• Strong verbal and written communication skills

• Experience working in a fast-paced environment and ability to manage multiple projects and deadlines

• Master's degree in Accounting, Taxation or related field

• Licensed CPA/equivalent certification

Minimum Qualifications

• Bachelor’s degree 
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

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.