Description #LI-DE1 #LI-Remote
Responsibilities
- Essential Functions and Primary Duties
- Expand revenue of existing clients
- Responsible for short-term and long-term business planning
- Manage all aspects of the co-sourcing/outsourcing engagement
- Serve as key client contact; viewed as a trusted business advisor by clients
- Ensure quality control standards are met
- Direct interaction with clients and management of engagement team
- Drive a team environment; demonstrate support of management decisions and builds a positive culture
- Additional responsibilities as assigned
Preferred Qualifications
- Master's degree in Accounting, Finance or related field
- Comprehensive tax planning and consulting experience and demonstrated expertise in FATCA, CRS, Chapter 3 of the Internal Revenue Code, WHFPs, QIs, 871m or other withholding and reporting regimes
- Market leading technical expertise of 1042, 8804, FATCA & CRS returns, and tax form validation (W-8, W-9 or CRS Self-Certifications)
Qualifications
Minimum Qualifications
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs