Leads global information reporting tax advisory services for financial institutions, focusing on FATCA, CRS, Chapter 3 withholding, partnership reporting, tax planning, compliance, and audits. Manages multiple client engagements, develops relationships and new business, delivers technical training, and supervises and mentors tax professionals. Requires extensive public accounting or related experience, strong client service and leadership abilities, and expertise in international tax transparency and reporting regimes.
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ResponsibilitiesEssential 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
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
About Us
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.
CBIZ Boston, Massachusetts, USA Office
Boston, United States
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