Overview
This role is a Supervisor position within the Global Information Reporting Services practice. Responsibilities focus on international tax transparency and compliance, including FATCA, CRS, and Chapter 3 (1042 and 8804 reporting and withholding), as well as withholding foreign partnerships.
Responsibilities
- Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 and 8804 reporting and withholding), and Withholding Foreign Partnerships.
- Coordinate international teams across CRS participating jurisdictions to support financial institutions’ compliance efforts.
- Build relationships with clients and manage engagement workflows.
- Supervise tax associates and customer service specialists.
- Begin conducting detailed reviews of reporting data, tax form validations, notifications, and other FATCA, CRS, and Chapter 3 requirements.
- Support internal technology development by assisting with the design, drafting business requirements, and technology testing.
- Participate in trainings and educate tax associates on the impacts of these regulations.
- Perform additional responsibilities as assigned.
Requirements
- Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field.
- At least 3 years of experience in public accounting or a related field.
- Proficient use of applicable technology.
- 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 the organization, internally and externally.
- Must be able to travel based on client and business needs.
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 year of experience in a supervisory role.
- Experience preparing and reviewing 1042, 8804, FATCA & CRS returns, including 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, or law firm experience.
- Excellent presentation and communication skills.
- Must be able to work in a team environment.
- CPA candidates preferred.
Compensation & Benefits
Not specified in the provided job description.
Location
Not specified in the provided job description.