Job Description

#LI-JO1 #LI-Remote

Essential Functions and Primary Duties

• As a Supervisor within the Global Information Reporting Services practice you will be part of a diverse team abound with opportunity to grow into a financial industry leader in the area of international tax transparency, transforming Private Equity processes
• 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

Preferred Qualifications

• 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

Minimum Qualifications

• Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
• At least 3 years of experience in public accounting or related field
• 1 year supervisory experience preferred
• CPA candidates preferred
• 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 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.