Bachelor's degree required; Master’s degree preferred in Accounting, Taxation, or related field
3+ years of experience in public accounting or a related field
1+ year of supervisory experience preferred
Experience with FATCA, CRS, Chapter 3, WHFPs, and other withholding regimes
Preparation and review of 1042, 8804, FATCA, and CRS returns
Excellent presentation and communication skills
Ability to manage multiple assignments and deadlines effectively
Responsibilities
Supervise a diverse team in the Global Information Reporting Services practice
Provide advisory services on FATCA, CRS, and Chapter 3 reporting and withholding
Coordinate international teams for compliance with tax regulations
Build client relationships and manage engagement workflows
Review reporting data and validate tax forms for FATCA, CRS, and Chapter 3
Contribute to internal technology development and testing
Participate in training tax associates on regulatory impacts
Benefits
Opportunity for growth into a financial industry leader
Diverse team environment promoting collaboration
Remote work flexibility
Continuing education and training opportunities
Involvement in technology development projects
Full Job Description
Job Description
#LI-JO1 #LI-Remote
Responsibilities
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
Qualifications
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
