Status Category:
Full-Time Exempt/Non-Exempt:
Exempt 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. Essential Functions and Primary Duties
- As a Senior Manager within the Global Information Reporting Services practice you will be part of a diverse team abound with the opportunity to grow into a financial industry leader in international tax transparency, transforming Private Equity processes
- Serve 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 inclient meetings, network, propose solutions and meet individual cross serve goals
- Additional responsibilities as assigned
Preferred Qualifications
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
Qualifications Required
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- 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
In compliance with states that have an active pay transparency law The annual salary target for this job in this market is $140,000 - $210,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position. Outside of base compensation there are opportunities for - Commissions and/or Annual Bonuses (variable depending on firm and associate performance). The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, 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, paid holidays, paid vacation, sick leave and much more. The application window is anticipated to close on or before 8/5/2026 #LI-DE1 #LI-Remote
CBIZ.Jobs Category: Tax REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com. |
EQUAL OPPORTUNITY EMPLOYER CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights. |
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Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity. |
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CBIZ
dental insurance, paid holidays, sick time
Aug 06, 2025