3-7 years of experience in international tax compliance
At least 1 year of supervisory experience
Expertise in FATCA, CRS, and Chapter 3 reporting
Advanced degree in Tax, Law, or related field preferred
Experience with tax form preparation and validation
Strong communication and presentation skills
Team player with deadline management skills
Responsibilities
Supervise and mentor a diverse team in international tax reporting
Advise financial institutions on regulatory compliance related to FATCA and CRS
Coordinate with international teams to ensure compliance across jurisdictions
Manage client relationships and oversee engagement workflows
Review and validate tax reporting data and forms for accuracy
Contribute to technology development and testing for internal tools
Deliver training and informational sessions on tax regulations
Benefits
Remote work flexibility
Opportunity to grow within a leading firm
Collaborative team environment
Access to continued professional development and training
Exposure to diverse financial regulatory frameworks
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
