Marcum
Job Description:
#LI-DE1 #LI-Hybrid
Responsibilities Are you a tax accountant focused on Private Equity that is looking to expand your knowledge beyond primarily tax compliance? Did you find yourself in a stressful busy season, questioning “where do I go from here?” Look no further than our CBIZ Private Equity Tax Co-Sourcing team! We are seeking candidates with Private Debt Fund/Private Credit Fund experience who are interested in providing co-sourcing/outsourcing services for Credit-Focused Alternative Asset Managers. Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects. We offer an opportunity to work on rewarding, high-profile clients with exposure to interesting technical matters using a team approach that allows for great work life balance in a friendly, supportive environment.
Serve as client’s trusted advisor, demonstrates proficient knowledge of technical skills, industry trends and alternatives.
Identify client issues and conflicts; proactively communicate solution options to client and team
Review of all federal and state tax returns and K-1s and related filings
Review and respond to federal and state notices received
Assist in gathering data and reviewing schedules to be used in preparing tax returns
Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
Prepare year end estimates
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
Understand the client’s organization, procedures and internal policies
Manage and retain multiple client relationships, engagements and special projects
Responsible for billing and realization on assigned clients
Able and willing to work with client personnel at client location, as needed
Assist with developing engagement budgets, billing and ensuring desired realization on assigned clients
Identify need for staffing resources and manage scheduling process for staff
Supervise, train and mentor staff; listen and communicate effectively
Foster a team environment; demonstrates support of management and decisions and builds a positive culture
Participating in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Additional responsibilities as assigned
Preferred Qualifications
Master’s degree in accounting, Finance or related field
Qualifications
Bachelor’s degree
6 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
About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
Marcum
#J-18808-Ljbffr
#LI-DE1 #LI-Hybrid
Responsibilities Are you a tax accountant focused on Private Equity that is looking to expand your knowledge beyond primarily tax compliance? Did you find yourself in a stressful busy season, questioning “where do I go from here?” Look no further than our CBIZ Private Equity Tax Co-Sourcing team! We are seeking candidates with Private Debt Fund/Private Credit Fund experience who are interested in providing co-sourcing/outsourcing services for Credit-Focused Alternative Asset Managers. Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects. We offer an opportunity to work on rewarding, high-profile clients with exposure to interesting technical matters using a team approach that allows for great work life balance in a friendly, supportive environment.
Serve as client’s trusted advisor, demonstrates proficient knowledge of technical skills, industry trends and alternatives.
Identify client issues and conflicts; proactively communicate solution options to client and team
Review of all federal and state tax returns and K-1s and related filings
Review and respond to federal and state notices received
Assist in gathering data and reviewing schedules to be used in preparing tax returns
Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
Prepare year end estimates
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
Understand the client’s organization, procedures and internal policies
Manage and retain multiple client relationships, engagements and special projects
Responsible for billing and realization on assigned clients
Able and willing to work with client personnel at client location, as needed
Assist with developing engagement budgets, billing and ensuring desired realization on assigned clients
Identify need for staffing resources and manage scheduling process for staff
Supervise, train and mentor staff; listen and communicate effectively
Foster a team environment; demonstrates support of management and decisions and builds a positive culture
Participating in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Additional responsibilities as assigned
Preferred Qualifications
Master’s degree in accounting, Finance or related field
Qualifications
Bachelor’s degree
6 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
About Us CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
Marcum
#J-18808-Ljbffr