Tax Managing Director | Global Information Reporting (...

Status Category:Full-TimeExempt/Non-Exempt:ExemptJob Code:216CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.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 DutiesAs 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 processesSuccessfully develop, nurture and manage client relationships by consistently providing clients timely and appropriate communication and services in relation to their needsBe viewed as trusted personal and business advisor by clientsProvide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding) and Withholding Foreign PartnershipsDirect multiple engagements which include consulting, compliance, and tax planning servicesConsult with client service team to design, communicate and implement innovative planning ideas for clientsGuide and manage IRS and state auditsParticipate and actively contribute to new business development activities, including prospecting, networking and representing CBIZ at industry and related eventsDesign and deliver technical training on Individual related tax topicsRecruit, supervise, train, develop and motivate less experienced team membersPromote 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 responsibilitiesPerform other responsibilities as necessaryPreferred QualificationsComprehensive 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 regimesMarket 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 membersA track record of successful new business development experienceExcellent analytical, supervisory, organizational, and written and verbal communication skills necessaryExperience and continued interest in developing and mentoring junior team membersProficiency in MS Word, Outlook and ExcelAdvanced degree such as Masters of Tax, JD, and/or LLM, accounting degree or MBAPrevious public accounting or law firm experienceMinimum QualificationsBachelor's degree required; Master's degree preferred in Accounting, Taxation or related field10 years' experience in public accounting or related field10 years supervisory experienceMust have CPA or equivalent certificationAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels or organization, both internally and externallyProven high level of business integrity, client service and leadership skillsMust be able to travel based on client and business needsIn compliance with states that have an active pay transparency lawThe annual salary target for this job in this market is $200,000 - $450,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position.Outside of base compensation there are opportunities for - Commissions and/or Annual Bonuses (variable depending on firm and associate performance).The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.The application window is anticipated to close on or before 5/28/2026#LI-DE1#LI-RemoteCBIZ.Jobs Category: TaxREASONABLE ACCOMMODATIONIf you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to OPPORTUNITY EMPLOYERCBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.Notice to Third-Party AgenciesCBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. #J-18808-Ljbffr

Created: 2025-09-17