Direct tax consulting and outsourcing engagements, expand existing client revenue, manage business planning and engagement teams, oversee quality control, and serve as a trusted client advisor. The role requires expertise in global information reporting regimes including FATCA, CRS, withholding requirements, tax returns, and tax form validation. Candidates need a bachelor’s degree, active CPA or equivalent certification, eight years of relevant experience, six years of supervisory experience, and availability for business travel.
#LI-DE1 #LI-Remote
ResponsibilitiesEssential 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)
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.
CBIZ Denver, Colorado, USA Office
Denver, United States
Similar Jobs
Consulting • Financial Services
Leads global information reporting tax advisory services for financial institutions, focusing on FATCA, CRS, Chapter 3 withholding, partnership reporting, tax planning, compliance, and audits. Manages multiple client engagements, develops relationships and new business, delivers technical training, and supervises and mentors tax professionals. Requires extensive public accounting or related experience, strong client service and leadership abilities, and expertise in international tax transparency and reporting regimes.
Top Skills:
ExcelMicrosoft OutlookMicrosoft Word
Security • Cybersecurity
Leads accounting operations for Dragos Public Sector, including financial close, reporting, revenue recognition, government contract compliance, audits, internal controls, timekeeping, billing, and accounting systems administration. Partners on budgeting and forecasting, manages accounting staff, supports tax and regulatory filings, and drives process improvements across a multi-entity environment.
Top Skills:
Asc 606ConcurDcaa Cost Accounting StandardsFarGaapGaasExcelMicrosoft WordNavanNetSuiteSalesforceUnanet
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
Leads ServiceNow Cyber and Risk’s North American GSI partnership strategy, including team leadership, partner planning, pipeline generation, joint go-to-market execution, executive relationships, QBRs, enablement, marketing coordination, and revenue growth. Requires extensive cybersecurity vendor and GSI experience, established relationships with major integrators, sales expertise, technical cybersecurity knowledge, and experience managing high-performing partnership teams in complex organizations.
Top Skills:
ArmisServicenowServicenow Cyber And RiskVeza
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
