Master's degree in Accounting, Finance or related field
8 years of experience in public accounting or related field
6 years of supervisory experience
Active CPA or equivalent certification
Requirements:
Expand revenue of existing clients
Responsible for short-term and long-term business planning
Manage all aspects of the co-sourcing/outsourcing engagement
Serve as key client contact
Ensure quality control standards are met
Direct interaction with clients and management of engagement team
Job description
Job Description
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
Expand revenue of existing clients
Responsible for short-term and long-term business planning
Manager all aspects of the co-sourcing/outsourcing engagement
Serve as key client contact; viewed as a trusted business advisor by clients
Ensure quality control standards are met
Direct interaction with clients and management of engagement team
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned
Preferred Qualifications
Master's degree in Accounting, Finance or related field
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).
Minimum Qualifications
Bachelor's degree required
8 years of experience in public accounting or related field
6 years of 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
About Us
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.
