Client Services Specialist II

CBIZ

3d • Remote

About The Position

This role is responsible for preparing and completing IRS forms, organizing and drafting entity classification elections, and registering client entities on the IRS FATCA Registration System. The specialist will also monitor client in-boxes, correspond with clients' investors to obtain necessary tax forms, and maintain detailed trackers of investor communications. Additionally, the role involves attending trainings to stay knowledgeable about FATCA, CRS, and related topics, performing special projects, and other assigned duties.

Requirements

• High School Diploma or GED required
• At least 3 years of accounting experience
• Ability to work in a team environment as well as independently
• Must maintain current required licenses and certifications relevant to field of expertise
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

Nice To Haves

• Bachelor’s degree

Responsibilities

• Prepare and complete IRS Forms SS-4 (Application for Employer Identification Number)
• Organize and draft IRS Forms 8832 (Entity Classification Election)
• Register client entities on the IRS FATCA Registration System to obtain Global Intermediary Identification Numbers (GIINs) & the Cayman DITC Portal
• Monitor co-sourcing client in-boxes
• Correspond with clients’ investors to solicit Forms W-9, W-8, and CRS self-certifications
• Maintain detailed trackers of contact with investors and their statuses
• Attend trainings and maintain knowledge of FATCA, CRS, and related GIR topics
• Perform special projects as required and any other duties assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED