Tax Director | Global Information Reporting

Overview

This role is for candidates with Global Information Reporting (GIR) experience who are interested in joining a co-sourcing/outsourcing team supporting global Private Equity Funds. Team members consult with clients as if serving in an in-house tax department. Work is performed virtually and/or at the client location, alongside internal team members and client personnel.

Responsibilities

• Expand revenue of existing clients
• Develop and maintain short-term and long-term business planning
• Manage all aspects of the co-sourcing/outsourcing engagement
• Serve as the key client contact and be viewed as a trusted business advisor
• Ensure quality control standards are met
• Interact directly with clients and manage the engagement team
• Foster a team environment by supporting management decisions and building a positive culture
• Perform additional responsibilities as assigned

Requirements

• 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 as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization (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

Preferred Qualifications

• Master’s degree in Accounting, Finance or related field
• Comprehensive tax planning and consulting experience, including 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 in 1042, 8804, FATCA & CRS returns, and tax form validation (W-8, W-9 or CRS Self-Certifications)

Location

Virtual and/or client location (travel required based on client and business needs).