CBIZ · 1 week ago
Tax Managing Director | Global Information Reporting
United States
Full-time
Remote
Director/Executive
10+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide, providing a range of services including accounting and tax advisory. They are seeking a Tax Managing Director with Global Information Reporting experience to lead client engagements, manage relationships, and provide advisory services in international tax transparency for Private Equity Funds.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Diann Cunningham
Responsibilities
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
Qualification
Required
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
Preferred
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
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2026-01-22
2025-12-18
Company data provided by crunchbase