Jason Wagner
Managing Director at CBIZ MHM, LLC
- Role
- Managing Director at CBIZ
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Jason Wagner
Jason Wagner is a managing director in the tax service area of CBIZ having been involved…
Experience
Managing Director
Jan 2021 — Present · Denver, CO, US
In January 2021, we got to continue our development of the team, services and helping clients in a more fitting environment. We joined recently, but we transitioned as a team and we are eager to serve. PR highlights:Jerry Grisko, President and CEO of CBIZ, stated, we are excited to have the Middle Market Advisory (MMA) team from Richey May & CO (RMC) join our rapidly growing Colorado practice. This talented group of professionals brings important capacity to our existing team of exceptional tax practitioners and adds to our expertise in a number of very attractive industries. The MMA group established its reputation through exemplary client service specifically for middle market businesses and high net worth individuals. With expanded services and capacity, our combined team is poised to bring even deeper expertise and a broader array of services to support the needs of our clients.Jason Yetter, Managing Partner of RMC, stated, with a seamless integration into CBIZ, our mid-market tax clients will have access to the services and expertise they need to grow their businesses along with the resources of a national company. We will continue to build on our roots in financial services and other industry niches. This is a perfect strategic fit for both RMC and CBIZ.About CBIZCBIZ, Inc. is a leading provider of financial, insurance and advisory services to businesses throughout the United States. Financial services include accounting, tax, government health care consulting, transaction advisory, risk advisory, and valuation services. Insurance services include employee benefits consulting, retirement plan consulting, property and casualty insurance, payroll, and human capital consulting. With more than 100 Company offices in 31 states, CBIZ is one of the largest accounting and insurance brokerage providers in the U.S. For more information, visit
Education
Oklahoma State University
BSBA, Accounting
1989 — 1993
University of Denver - Sturm College of Law
MT, Taxation
1993 — 1994
Skills
- Mergers & Acquisitions
- Strategy
- Tax
- Management
- Employee Benefits
- Auditing
- International Tax
- Cash Flow
- Internal Controls
- Real Estate
- Mergers
- Sec Filings
- Due Diligence
- Partnership Taxation
- Tax Research
- Leadership
- Corporate Finance
- Corporate Tax
- Accounting
- Financial Analysis
- Strategic Planning
- Project Planning
- Nonprofits
- Program Management
- Tax Accounting
- Cpa
- Private Equity
- Fundraising
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