#LI-JO1 #LI-Remote
ResponsibilitiesWe are seeking candidates with Global Information Reporting (GIR) experience who are interested in joining a fast growing team providing tax co-sourcing/outsourcing services to global Private Equity Funds. Team members are responsible for consulting with the client as if they were their in-house tax department. The opportunity will include working with CBIZ team members, as well as client personnel, virtually and/or at the client location.
Essential Functions and Primary Duties
- As a Manager 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
- Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships
- Provide advisory services to financial institutions regarding 1099 requirements
- Coordinate international teams, across CRS participating jurisdictions, to assist financial institutions with their compliance efforts with these rules
- Build relationships with clients, and manage engagement workflows, while supervising tax associates and customer service specialists
- Perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, and Chapter 3 requirements
- Contribute to internal technology development by assisting with the design, the drafting of business requirements and technology testing
- Participate in trainings and educate tax associates on the impacts of these regulations
- Additional responsibilities as assigned
Preferred Qualifications
- 6 years of experience in FATCA, CRS, Chapter 3 of the Internal Revenue Code, WHFPs, QIs, 871m or other withholding and reporting regimes
- Preparation and review experience of 1042, 8804, FATCA & CRS returns, and tax form validation (W-8, W-9 or CRS Self-Certifications)
- Advanced degree such as Masters of Tax, JD, and/or LLM, accounting degree or MBA
- Previous public accounting or law firm experience
- Excellent presentation and communications skills
Qualifications
Minimum Qualifications
- Bachelor’s degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
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.
Skills Required
- Bachelor's degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated verbal and written communication skills across all levels
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
- 6 years of experience in FATCA, CRS, Chapter 3, WHFPs, QIs, 871m or other withholding and reporting regimes
- Preparation and review experience of 1042, 8804, FATCA & CRS returns and tax form validation (W-8, W-9, CRS Self-Certifications)
- Advanced degree such as Masters of Tax, JD, LLM, accounting degree or MBA
- Previous public accounting or law firm experience
- Excellent presentation and communications skills
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
