Tax Senior Manager | Global Information Reporting (Remote)

CBIZ • Boston, MA

151d • $140,000 - $210,000 • Remote

About The Position

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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. 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.

Requirements

• Bachelor's degree required.
• 8 years experience in public accounting or related field.
• 5 years supervisory experience.
• Must have active CPA or equivalent certification.
• Ability to manage all aspects of client engagements.
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
• Proficient use of applicable technology.
• Must be able to travel based on business needs.

Nice To Haves

• 7+ years of experience in 1099 and 1042 requirements; income derived, annual compliance and related source data.
• 7+ years of experience in AEOI FATCA & CRS requirements; entity classifications, reportable account holder analysis and required documentation.
• Advanced degree such as Masters of Tax, JD, and/or LLM, accounting degree or MBA.
• Excellent presentation, analytical and communications skills.
• Demonstrated success in business development.

Responsibilities

• Serve as a Senior Manager within the Global Information Reporting Services practice.
• Act as a tax specialty Subject Matter Expert sharing knowledge with clients, team and CBIZ non-GIR colleagues.
• Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1099, 1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships.
• Assume significant client responsibility; serve as client's trusted advisor, identify conflicts to proactively resolve, primary responsibility for billing, realization & budget.
• Manage staff on engagement deliverables (such as tax returns, work papers, etc.); complete technical and strategic reviews to ensure quality control standards are met.
• Supervise, train and mentor staff; listen and communicate effectively, develop responsible, trained staff via performance feedback and evaluations.
• Drive a team environment; participate in management decisions and make recommendations on internal department procedures to maintain a positive culture.
• Recognize business opportunities for our clients and for CBIZ in partnership with upper management; participate in client meetings, network, propose solutions and meet individual cross serve goals.
• Additional responsibilities as assigned.

Benefits

• Comprehensive medical and dental insurance.
• Retirement savings.
• Life and disability insurance.
• Health care and dependent care reimbursement accounts.
• Certification incentives.
• Education assistance.
• Referral program.
• Paid holidays.
• Paid vacation.
• Sick leave.
• Commissions and/or Annual Bonuses (variable depending on firm and associate performance).

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees