Director, International Tax - Information Reporting & Withholding

Description & Requirements

Forvis Mazars is seeking an Information Reporting and Withholding, International Tax Director within a fast-growing public accounting firm serving clients in the financial services sector, ranging from middle-market companies to publicly traded corporations.

How you will contribute:

• Lead the development of Information Reporting and Withholding Tax practice that focuses on information reporting and withholding for companies in the financial services sector to ensure compliance with U.S. internal revenue code section 871(m), Foreign Account Tax Compliance Act (FATCA) regulations and standards, Qualified Intermediary (QI) Agreement, and OECD Common Reporting Standards (CMR). Projects in this area could include.
• Lead and manage Information Reporting and Withholding Tax practice team dedicated to serving clients in the financial services sector with FATCA and CRS reporting obligations.
• Lead and manage the delivery of a full-range Information Reporting and Withholding Tax compliance (U.S. Forms 1042/1042-S/1099) for companies in the financial services sector, include large banks, asset managers and insurance companies.
• Develop operational models and centralized processes for Information Reporting and Withholding Tax practice.
• Applying personal tax technical acumen to each client project.
• Typical client projects could include the following:
• Lead FATCA quality review, providing detailed findings and operational improvements;
• Implement FATCA and CRS Strategy for compliance with regulatory requirements;
• Ongoing US information reporting and withholding compliance;
• Assist clients with transforming how data is organized and analyzed for information reporting and withholding tax purpose; and
• Assist clients with developing and enhancing internal processes and technology to support operational practices and ensure timely and accurate information reporting filings.
• Assist in leadership of staffing, assistance in providing career path opportunities, identification, and development of engagement opportunities, and help determine the strategic direction of the Information Reporting and Withholding practice.
• Demonstrate the ability to think strategically and execute, based on firm focus and future of the tax service line.
• Demonstrate company values and alignment with the firm's mission and long-term vision.
• Responsibilities with respect to the above would include:
• Growing and developing team members,
• Business development,
• Heavy client communications,
• Billing and collecting.

Minimum Qualifications:

• CPA, Juris Doctor/LLM Taxation, Enrolled Agent or M.B.A.
• 9+ years or more of U.S. tax with a focus in information reporting in a CPA or law firm, or financial company
• Strong analytical, research, computational, data analysis, writing, and planning skills

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New York City Pay Transparency

Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

New York Salary Range:

NY Minimum Salary (USD)

$ 181,400

NY Maximum Salary (USD)

$ 290,000

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.