Tax Managing Director – Global Information Reporting

This is a fully remote position, open to applicants in Rhode Island.

📋 Description

• Cultivate, maintain, and oversee client relationships through timely and effective communication and services.

• Act as a reliable personal and business advisor to clients.

• Offer advisory services to financial institutions concerning FATCA, CRS, Chapter 3 (1042 and 8804 reporting and withholding), and Withholding Foreign Partnerships.

• Oversee multiple consulting, compliance, and tax planning projects.

• Develop, convey, and execute innovative planning strategies in collaboration with client service teams.

• Lead and manage IRS and state audits.

• Engage in new business development activities, including prospecting, networking, and representing CBIZ at industry events.

• Create and deliver technical training sessions on individual-related tax subjects.

• Recruit, oversee, train, develop, and inspire less experienced team members.

• Foster a collaborative team environment and support management decisions.

• Contribute to the internal management of the tax department through committee participation and group leadership roles.

• Evolve into a leader in the financial industry focusing on international tax transparency and transform processes within Private Equity.

⛳️ Requirements

• Bachelor's degree.

• 10 years of experience in public accounting or a related field.

• 10 years of supervisory experience.

• Capability to manage deadlines, handle multiple assignments, and prioritize tasks as needed.

• Proficient in relevant technology.

• Proven ability to communicate effectively, both verbally and in writing, across all levels of the organization, internally and externally.

• Established high standards of business integrity, client service, and leadership skills.

• Willingness to travel based on client and business requirements.

• Comprehensive experience in tax planning and consulting with demonstrated expertise in FATCA, CRS, Chapter 3 of the Internal Revenue Code, WHFPs, QIs, 871m, or other withholding and reporting frameworks.

• Leading technical expertise in 1042, 8804, FATCA & CRS returns, and tax form validation (W-8, W-9, or CRS Self-Certifications).

• Proven success in providing consultative services to global financial services firms with banking and brokerage clients.

• Ability to effectively present information and respond appropriately to queries from clients and team members.

• Strong track record in new business development.

• Exceptional analytical, supervisory, organizational, and communication skills, both written and verbal.

• Experience and ongoing interest in developing and mentoring junior team members.

• Proficiency in MS Word, Outlook, and Excel.

• Previous experience in public accounting or law firms.

🏝️ Benefits

• Opportunities for personal and professional growth.

• Client and business travel as required.