Tax Managing Director – Global Information Reporting

CBIZ

. Develop, nurture, and manage client relationships through timely and appropriate communication and services .

Posted 9/19/2026full-timeRemote • Rhode Island • United StatesLead💰 $200,000 - $500,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in tax planning and consulting, particularly in FATCA, CRS, and Chapter 3 compliance. Proven ability to lead teams, manage client relationships, and drive new business development in the financial services sector.

Highest-signal resume keywords

FATCA ExpertiseCRS ComplianceTax Planning and ConsultingSupervisory ExperienceNew Business Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningFATCACRSChapter 3 Compliance1042 Reporting8804 ReportingWithholding Foreign PartnershipsTax Form ValidationConsultative ServiceAnalytical Skills

Soft Skills

Client ServiceLeadership SkillsCommunication SkillsOrganizational SkillsMentoring

Tools & Technologies

MS WordMS OutlookMS Excel

Industry Keywords

Public AccountingFinancial ServicesTax ComplianceIRS AuditsPrivate Equity

About the role

Key responsibilities & impact

Develop, nurture, and manage client relationships through timely and appropriate communication and services
Serve as a trusted personal and business advisor to clients
Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 and 8804 reporting and withholding), and Withholding Foreign Partnerships
Direct multiple consulting, compliance, and tax planning engagements
Design, communicate, and implement innovative planning ideas with client service teams
Guide and manage IRS and state audits
Participate in new business development, including prospecting, networking, and representing CBIZ at industry 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 and support management decisions
Contribute to internal tax department management through committee membership and group leader responsibilities
Grow into a financial industry leader in international tax transparency and transform Private Equity processes

Requirements

What you’ll need

Bachelor's degree
10 years of experience in public accounting or related field
10 years supervisory experience
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
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
Ability to effectively present information and appropriately respond to questions from clients and team members
Track record of successful new business development experience
Excellent analytical, supervisory, organizational, and written and verbal communication skills
Experience and continued interest in developing and mentoring junior team members
Proficiency in MS Word, Outlook and Excel
Previous public accounting or law firm experience

Benefits

Comp & perks

Opportunities to grow personally and professionally
Client and business travel as needed