Tax Managing Director | Global Information Reporting

#LI-DE1 #LI-Remote

We are seeking candidates with Global Information Reporting (GIR) experience who are interested in joining a fast-growing team providing tax co-sourcing/outsourcing services to global Private Equity Funds. Team members are responsible for consulting with the client as if they were their in-house tax department. The opportunity will include working with CBIZ team members, as well as client personnel, virtually and/or at the client location.
 

Essential Functions and Primary Duties

• As a Managing Director within the Global Information Reporting Services practice you will be part of a diverse team abound with opportunity to grow into a financial industry leader in the area of international tax transparency, transforming Private Equity processes
• Successfully develop, nurture and manage client relationships by consistently providing clients timely and appropriate communication and services in relation to their needs
• Be viewed as trusted personal and business advisor by clients
• Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships
• Direct multiple engagements which include consulting, compliance, and tax planning services
• Consult with client service team to design, communicate and implement innovative planning ideas for clients
• Guide and manage IRS and state audits
• Participate and actively contribute to new business development activities, including prospecting, networking and representing CBIZ at industry and related events
• Design and deliver technical training on Individual related tax topics
• Recruit, supervise, train, develop and motivate less experienced team members
• Promote a team environment; demonstrate support of management decisions and builds a positive culture.
• Contribute to management of internal tax department through committee membership and group leader responsibilities
• Perform other responsibilities as necessary 

 

Preferred Qualifications

• Comprehensive tax planning and consulting experience and demonstrated expertise in FATCA, CRS, Chapter 3 of the Internal Revenue Code, WHFPs, QIs, 871m or other withholding and reporting regimes
• Market leading technical expertise of 1042, 8804, FATCA & CRS returns, and tax form validation (W-8, W-9 or CRS Self-Certifications)
• Demonstrated success providing consultative service to global financial services companies with banking and brokerage clients.
• 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
• 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
• Advanced degree such as Masters of Tax, JD, and/or LLM, accounting degree or MBA
• Previous public accounting or law firm experience

Minimum Qualifications 

• Bachelor's degree 
• 10 years of experience in public accounting or related field
• 10 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs