Tax Managing Director | Global Information Reporting

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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

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to

middle-market businesses nationwide. With industry knowledge and expertise in

accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers

actionable insights to help clients anticipate what is next and discover new

ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.