Tax Managing Director | Global Information Reporting

Overview

This role is for a Managing Director within the Global Information Reporting Services practice. You will join a diverse team and help lead client advisory and compliance efforts focused on international tax transparency and private equity-related reporting processes.

Responsibilities

• Develop, nurture, and manage client relationships by providing timely, appropriate communication and services aligned to client needs
• Serve as a trusted personal and business advisor to clients
• Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding), and Withholding Foreign Partnerships
• Direct multiple engagements, including consulting, compliance, and tax planning services
• Collaborate with client service teams to design, communicate, and implement innovative planning ideas
• Guide and manage IRS and state audits
• Contribute to new business development activities, including prospecting, networking, and representing the organization at industry and related 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 to build a positive culture
• Contribute to management of the internal tax department through committee membership and group leader responsibilities
• Perform other responsibilities as necessary

Minimum Qualifications

• Bachelor’s degree
• 10 years of experience in public accounting or related field
• 10 years of 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 the 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

Preferred Qualifications

• Comprehensive tax planning and consulting experience, with 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 respond appropriately to questions from clients and team members
• Track record of successful new business development
• 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
• Advanced degree such as Masters of Tax, JD, and/or LLM, accounting degree, or MBA
• Previous public accounting or law firm experience

Compensation & Benefits

Compensation and benefits information not provided in the source material.

Location

Location information not provided in the source material.