Overview 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. Responsibilities 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.

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 8 years’ experience in public accounting or related field

6 years’ supervisory experience

Must have and preserve required licenses

Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Proficient use of applicable technology

Must be able to travel based on business needs

In compliance with states that have an active pay transparency law The annual salary target for this job in this market is $160,000 - $300,000. 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 5/29/2026

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