Tax Associate II | Global Information Reporting (Remote)

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

Join our growing success story in New England! With 300+ professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.

We are seeking candidates with Global Information Reporting (GIR) experience who are interested in joining a fast-growing team providing tax co-sourcing/outsourcing services to global Private Equity Funds. Team members are responsible for consulting with the client as if they were their in-house tax department. The opportunity will include working with CBIZ team members, as well as client personnel, virtually and/or at the client location.

Essential Functions and Primary Duties

• As an Associate within the GIR practice you will be part of a diverse team abound with opportunity to grow into a financial industry leader in the area of global information reporting and tax withholding for private equity firms. In this role, you can expect your role to entail:

• Communicating with our fund clients' investors to obtain IRS Forms W-8s, W-9s and CRS self-certification forms.

• Validating IRS Forms W-8s, W-9s and CRS self-certification forms.

• Providing advisory and compliance services to financial institutions regarding IRC chapter 3 NRA withholding and Form 1042-S reporting on foreign investors.

• Preparing and submitting IRC chapter 4 FATCA returns and OECD CRS returns.

• Assisting with training and mentoring Client Services Specialist and interns on GIR methodology.

• Developing and maintaining an excellent working relationship with client staff to increase customer satisfaction and to strengthen client relationships.

• Pledging to provide exceptional service to every client by providing individual attention, responsiveness, and commitment to understanding their goals and needs; and

• Maintaining and complying with the highest degree of professional standards, client confidentiality and personal conduct.

Preferred Qualifications

• Bachelor's degree in a related field

• CPA eligible or equivalent certification such as EA, JD, MBA; desire to obtain certification required

• Previous public accounting, law firm experience, or private equity experience preferred

• Strong verbal and written communications skills

• Excellent interpersonal, analytical, research and tax project management skills

• Ability to multi-task, think independently and problem solve in a results-driven team-oriented environment

• Experience in one or more of the following areas is preferred: W-8/W-9 form solicitation and validation, 1042 reporting, or FATCA & CRS reporting

Minimum Qualifications Required

• Bachelor's degree required, Master's degree in Accounting, Taxation or related field preferred

• Must have completed at least one "Busy Season"

• 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

The annual salary target for this job in this market is $75,000-$90,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

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