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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
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to
middle-market businesses nationwide. With industry knowledge and expertise in
accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers
actionable insights to help clients anticipate what is next and discover new
ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.