10 years of experience in public accounting or related field
10 years supervisory experience
Proficient use of applicable technology
Advanced degree (Masters of Tax, JD, LLM) preferred
Strong verbal and written communication skills
Previous public accounting or law firm experience
Responsibilities
Lead and develop a team within the Global Information Reporting Services practice
Manage and nurture client relationships through effective communication
Act as a trusted advisor to clients on international tax matters
Oversee engagements including consulting, compliance, and tax planning
Collaborate with client service teams to implement innovative solutions
Guide IRS and state audits for clients
Engage in new business development and represent the firm at industry events
Design and conduct technical training on relevant tax topics
Mentor and develop junior team members
Benefits
Remote work options
Opportunities for professional growth
Supportive team environment
Participation in diverse projects
Access to technical training resources
Full Job Description
Job Description
#LI-DC1 #LI-Remote
Responsibilities
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
Qualifications
Minimum Qualifications
Bachelor's degree
10 years of experience in public accounting or related field
10 years supervisory experience
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
