Private Equity Tax Director in Providence at CBIZ

Date Posted: 1/12/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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 has been honored to be the recipient of several national recognitions: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States.  With more than 35 offices and more than 2,000 professionals, we serve the country’s growing mid-market public and private businesses.  MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

CBIZ & MHM New England (formerly CBIZ Tofias) is part of the 10th largest accounting*, tax, and advisory services provider in the nation. Our two New England offices are located in  Boston and  Providence  and have over 200 people, including over 35 Managing Directors. We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients' financial positions. 

We are seeking candidates with Private Equity experience who are interested in providing tax services for private equity and venture capital clients.  As a Director er in our Private Equity/Venture Capital tax practice, you will be responsible for managing and coordinating tax compliance and advisory work for clients. You would work on key client issues in domestic federal, international and state and local taxation with a focus on providing strong client service that aligns with the client's business objectives.  You will manage tax compliance accounts for private equity funds and venture capital funds.  You will review book and tax workpapers and provide sign-off for the delivery of K-1’s and partnership tax returns.  You will be responsible for reviewing partnership agreements for tax implications of items such as book and tax allocations, management and incentive fees as well as manage the team activities

Essential Functions and Primary Duties:

  • Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team

  • Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget

  • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.

  • Understand the client’s organization, procedures and internal policies

  • Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve

  • Manage and retain multiple client relationships, engagements and special projects

  • Develop overall engagement budget

  • Consistently meet charge hour goals

  • Responsible for billing and realization on assigned clients; explain variances

  • Supervise, train and mentor staff; listen and communicate effectively

  • Foster a team environment; demonstrates support of management and decisions and build a positive culture

  • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves

  • Additional responsibilities as assigned

Minimum Qualifications

  • BA or BS in Accounting, Finance or Business preferred

  • MST preferred

  • CPA certification required

  • 8+ years of tax compliance experience within a public accounting firm

  • Comprehensive tax consulting experience and demonstrated expertise in taxation and knowledge of federal and state tax laws and regulation

  • An ability to effectively present information and appropriately respond to questions from clients and team members

  • A track record of successful new business development experience a plus

  • Excellent analytical, supervisory, organizational, and written and verbal communication skills necessary

  • Experience and continued interest in developing and mentoring junior team members

  • Proficiency in MS Word, Outlook and Excel required.

  • Experience with ProSystem FX Engagement preferred

  • Ability to travel as required by business


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