Tax Managing Director | Global Information Reporting

#LI-DE1 #LI-Remote We 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 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 Must have active CPA or equivalent certification 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