Tax Supervisor | Global Information Reporting (Remote)

CBIZ • Providence, RI

2h • $94,000 - $125,000 • Remote

About The Position

As a Supervisor within the Global Information Reporting Services practice, you will be part of a diverse team with opportunities to grow into a financial industry leader in international tax transparency and transforming Private Equity processes. You will provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships. You will coordinate international teams across CRS participating jurisdictions to assist financial institutions with their compliance efforts. You will build relationships with clients, manage engagement workflows, and supervise tax associates and customer service specialists. You will begin to perform detailed reviews of reporting data, tax form validations, notifications, and other FATCA, CRS, and Chapter 3 requirements. You will contribute to internal technology development by assisting with design, drafting business requirements, and technology testing. You will also participate in trainings and educate tax associates on the impacts of these regulations. Additional responsibilities may be assigned.

Requirements

• Bachelor's degree required
• At least 3 years of experience in public accounting or related field
• 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

Nice To Haves

• 3 years’ experience in FATCA, CRS, Chapter 3 of the Internal Revenue Code, WHFPs, QIs, 871m or other withholding and reporting regimes
• 1 years’ experience in a supervisory role
• Preparation and review experience of 1042, 8804, FATCA & CRS returns, and tax form validation (W-8, W-9 or CRS Self-Certifications)
• Advanced degree such as Masters of Tax, JD, and/or LLM, accounting degree or MBA
• Previous Big 4, CPA firm experience or law firm experience
• Excellent presentation and communications skills
• Must be able to work in a team environment
• Master's degree preferred in Accounting, Taxation or related field
• 1 year supervisory experience preferred
• CPA candidates preferred
• Must be able to travel based on client and business needs

Responsibilities

• Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships
• Coordinate international teams, across CRS participating jurisdictions, to assist financial institutions with their compliance efforts with these rules
• Build relationships with clients, and manage engagement workflows, while supervising tax associates and customer service specialists
• Begin to perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, and Chapter 3 requirements
• Contribute to internal technology development by assisting with the design, the drafting of business requirements and technology testing
• Participate in trainings and educate tax associates on the impacts of these regulations
• Additional responsibilities as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level