Tax Manager | Global Information Reporting (Remote) in Work From Home at CBIZ

Date Posted: 11/13/2023

Job Snapshot

Job Description

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.     

CBIZ has been honored to be the recipient of several national recognitions:     

  • 2022 Best and Brightest Companies to Work for in the Nation   
  • 2023 Top Workplaces USA   
  • 2022 America's Best Mid-Size Employers  
  • 2022 Best and Brightest Companies in Wellness  
  • 2022 Great Place to Work Certification  

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.    

Our two New England offices, located in Boston, MA and Providence, RI have more than 270 professionals. Our depth of resources and services are uniquely suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and family group clients. We are also proud of our strong company culture. In 2022, our offices were recognized by several local and national business journals as a Best Place to Work, including the Boston Globe, Boston’s Best and Brightest, Providence Business Journal, and Forbes.

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 when the conditions are safe.

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.


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CBIZ is an affirmative action-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 these following pages EEO is the Law and EEO is the Law Supplement.