Jason Wagner
About Jason Wagner
Managing Director at CBIZ MHM, LLC
Jason Wagner is the Managing Director at CBIZ MHM, LLC. He has been serving in this role for many years, bringing extensive experience in public accounting. His responsibilities include leading the Tax Transaction Advisory Services team, where he provides strategic expertise to clients undergoing significant changes such as acquisitions, mergers, dispositions, and more. His role is critical in ensuring that the firm's services align with clients’ demands and industry standards.
Public Accounting Expertise Since 1994
Since 1994, Jason Wagner has been deeply involved in public accounting, serving both private and publicly-held companies. His work encompasses a broad spectrum of duties in tax transaction advisory services, concentrating on strategic planning and execution for clients in various phases of corporate evolution. His expertise includes due diligence, debt restructuring, and supporting private equity-backed portfolio companies, owner-operated businesses, and real estate practices.
Diverse Industry Experience
Jason Wagner's professional journey spans numerous industries, including technology, manufacturing, distribution, automotive, construction, regulated utilities, and service industries. This vast experience ensures a comprehensive understanding of the diverse challenges and opportunities that companies in these sectors face. His role involves delivering tailored advisory services to meet the specific needs of businesses across these varied sectors.
Educational Background in Accounting and Taxation
Jason Wagner earned his bachelor's degree in accounting from Oklahoma State University in 1993, followed by a master's in taxation from the University of Denver in 1994. His advanced education laid a solid foundation for his extensive career in public accounting and advisory services. These credentials have equipped him with the necessary knowledge and expertise to navigate complex financial landscapes and provide top-tier advisory services.
Board Memberships and Nonprofit Involvement
Beyond his corporate responsibilities, Jason Wagner is actively involved in various nonprofit organizations. He serves on the board of trustees for Minds Matter of Denver, focusing on helping accomplished high school students from low-income families prepare for college success. Additionally, he is a board member of the Porter-Billups Leadership Academy, which provides academic and leadership training to at-risk inner city students in Denver. His involvement extends to other advisory committees and boards for both nonprofit organizations and for-profit businesses, demonstrating a commitment to community service and leadership development.