#LI-DE1 #LI-Remote
RESPONSIBILITIES
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)
QUALIFICATIONS
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
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to
middle-market businesses nationwide. With industry knowledge and expertise in
accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers
actionable insights to help clients anticipate what is next and discover new
ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.