CBIZ
10,000+ employees
Founded 1996
🛡️ Insurance
🏥 Healthcare
🏭 Manufacturing
Insurance • Healthcare • Manufacturing
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
Tax Managing Director – Global Information Reporting
Job not on LinkedIn
🕒 November 9, 2025
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CBIZ
10,000+ employees
Founded 1996
🛡️ Insurance
🏥 Healthcare
🏭 Manufacturing
Insurance • Healthcare • Manufacturing
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
📋 Description
• 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
🎯 Requirements
• 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
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