Tax Senior - Financial Services Industries - Global Information Reporting

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services Industries - Global Information Reporting

Deloitte is seeking a Tax Senior to join its Business Tax Services (Federal tax) practice to work on international tax regimes contributing to global tax transparency. The successful candidate will have experience in FATCA, CRS, 1042/1042-S reporting or 1099 and be part of a diverse team leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry.

## Responsibilities

* Provide 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
* Be part of international teams across jurisdictions to assist financial institutions with their compliance efforts with these rules
* Supervise tax consultants and interns
* 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

## Qualifications

* Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week
* 3+ 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
* One of the following accreditations obtained, in process, or willing and able to obtain:
* Licensed CPA in state of practice/primary office if eligible to sit for the CPA
* If not CPA eligible:
* Licensed attorney
* Enrolled Agent
* Certifications:
* Chartered Financial Advisor (CFA)
* Certified Financial Planner (CFP)
* Excellent presentation and communications skills
* Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

## Preferred Qualifications

* Advanced degree such as Masters of Tax, JD, and/or LLM
* Previous Big 4, CPA firm experience or law firm experience

## Salary Range

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $63,420 to $144,300. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

## About Deloitte

Deloitte is a leading global provider of audit and assurance, consulting, tax, and financial advisory services. Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. Our spectrum of services range from FATCA, CRS, chapter 3 and 61 tax compliance globally, tax form validation services, Qualified Intermediary and Withholding Partnerships regimes, technology development in these areas, consulting services, controversy, risk management and audit readiness for these regimes.

At Deloitte, we know that great people make a great organization. We value our people and offer employees a broad range of benefits. We also provide opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. Our professionals have a variety of opportunities to continue to grow throughout their career.

## Tax Senior - Financial Services Industries - Global Information Reporting

Deloitte is seeking a Tax Senior to join its Business Tax Services (Federal tax) practice to work on international tax regimes contributing to global tax transparency. The successful candidate will have experience in FATCA, CRS, 1042/1042-S reporting or 1099 and be part of a diverse team leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry.

### Responsibilities

* Provide 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
* Be part of international teams across jurisdictions to assist financial institutions with their compliance efforts with these rules
* Supervise tax consultants and interns
* Perform

Broad range of benefits

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

Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

Visit for a detailed description of the legal structure of Deloitte LLP and its subsidiaries

Qualification and Experience Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)

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