Tax Managing Director – Global Information Reporting

🔥 5 minutes ago

⚓ Rhode Island – Remote

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💵 $200k - $500k / year

⏰ Full Time

🔴 Lead

💰 Tax

🦅 H1B Visa Sponsor

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👻 Ghost score 2%

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Logo of CBIZ

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

• Develop, nurture, and manage client relationships through timely and appropriate communication and services • Serve as a trusted personal and business advisor to clients • Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 and 8804 reporting and withholding), and Withholding Foreign Partnerships • Direct multiple consulting, compliance, and tax planning engagements • Design, communicate, and implement innovative planning ideas with client service teams • Guide and manage IRS and state audits • Participate in new business development, including prospecting, networking, and representing CBIZ at industry 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 and support management decisions • Contribute to internal tax department management through committee membership and group leader responsibilities • Grow into a financial industry leader in international tax transparency and transform Private Equity processes

🎯 Requirements

• 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 • 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 • Ability to effectively present information and appropriately respond to questions from clients and team members • Track record of successful new business development experience • Excellent analytical, supervisory, organizational, and written and verbal communication skills • Experience and continued interest in developing and mentoring junior team members • Proficiency in MS Word, Outlook and Excel • Previous public accounting or law firm experience

🏖️ Benefits

• Opportunities to grow personally and professionally • Client and business travel as needed

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