- Providing advisory services to financial institutions on the areas of FATCA, CRS, Chapter 3 and Chapter 61 of the Internal Revenue Code (1042/1042-S and 1099 reporting), Withholding Partnership rules, Qualified Intermediaries, 871 m), and other global information reporting and withholding regimes.
- Coordinating international teams across jurisdictions to assist financial institutions with their compliance efforts with these rules
- Building relationships with clients and managing engagements workflow while supervising tax consultants
- Perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, Chapter 3 and 61 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 consultants on the impacts of these regulations
- 5+ years’ experience in FATCA, CRS, chapter 3 and chapter 61 of the Internal Revenue Code, Qualified Intermediaries, 871 m) or other withholding and reporting regimes
- Preparation and review experience of FATCA tax returns, CRS reporting, tax forms validation (W-8, W-9 or CRS Self-certifications), 1042/1042-S and 1099 reporting
- Experience with managing teams and engagement workflows
- CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, enrolled agent, or other appropriate certification (or in the process of obtaining)
- One of the following accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Supervisory experience
- Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
- Excellent presentation and communications skills
- 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