Tax Manager | Global Information Reporting (Remote)

CBIZ; Boston (MA); Remote; USD 120,000 - 160,000; Full time

Job summary

A leading professional services firm is seeking a Manager in Global Information Reporting Services to lead tax advisory projects for Private Equity Funds. The ideal candidate will have extensive experience in FATCA and CRS, with a proven track record in managing client engagements and advising financial institutions. This position offers competitive compensation, opportunities for career growth, and a comprehensive benefits package.

Benefits

Commissions and/or Annual Bonuses

Comprehensive medical and dental insurance

Retirement savings plan

Education assistance

Paid holidays and vacation

Qualifications

• 6 years of experience in public accounting or related field.
• Active CPA or equivalent certification.
• 3 years supervisory experience required.

Responsibilities

• Provide advisory services to financial institutions regarding FATCA, CRS.
• Manage engagement workflows and supervise staff.
• Perform detailed reviews of reporting data and tax form validations.

Skills

Communication Skills

Advisory Skills

Client Management

Education

Bachelor’s degree

Masters of Tax, JD, or MBA

Job description

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 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

• 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

• 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
• 6 years of experience in public accounting or related field
• 3 years 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

In compliance with states that have an active pay transparency law

The annual salary target for this job in this market is $120,000 - $160,000.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 6/18/2026

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