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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 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
• 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
• Begin to 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
• 3 years of experience in a supervisory role
• 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

Minimum Qualifications Required

• Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation, or related field
• 6 years of experience in public accounting or related field
• 3 years of 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

The annual salary target for this job in this market is $105,000-$155,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.