Tax Senior - Financial Services Industries - Global Information Reporting

Min 3 yrs required

Full-time

No

# Tax Senior - Financial Services Industries - Global Information Reporting

## Position Summary

Do you have a strategic and creative mind for tax and would like to work on international tax regimes contributing to global tax transparency? Do you want to understand financial services and products across an array of industries (banking, asset management, hedge funds, insurance) and how complex withholding tax rules apply domestically and internationally? Are you excited to coordinate efforts in numerous countries? If you have experience in FATCA, CRS, 1042/1042-S reporting or 1099, then you should consider a career in Deloitte’s Business Tax Services (Federal tax) practice!

## What You’ll Do

As a Tax Senior Consultant within the Global Information Reporting practice, you will be part of a diverse team that is currently leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry. Your main responsibilities will include:

* Providing 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.
* Being part of international teams across jurisdictions to assist financial institutions with their compliance efforts with these rules
* Supervising tax consultants and interns
* Performing detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, Chapter 3 and 61 requirements
* Contributing to internal technology development by assisting with the design, the drafting of business requirements and technology testing

## The Team

Deloitte Tax LLP’s Global Information Reporting team provides expertise to clients to gain a competitive advantage by properly managing tax transparency regimes, enhancing their customer’s experience and deploying effective technology to facilitate compliance with FATCA, CRS and other domestic and international withholding and reporting complex rules. Our team is leading the transformation and digitalization of the tax department to create greater impact and efficiency within our client’s organization. Our spectrum of Global Information Reporting 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. Join us, and help clients optimize their tax functions and take strategy to the next level. Learn more about Deloitte Business Tax Services.

## Qualifications

### Required

* 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

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

## Salary

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.

## Recruiting Tips

Deloitte recruiters have come up with a few tips to help you stand out from the competition and make a great impression. Here are some of the tips to help you prepare for your job search:

* Develop a stand-out resume that highlights your skills and experience.
* Research the company and the position you’re applying for.
* Prepare for the interview by having a list of questions ready to ask.
* Put your best foot forward in the interview.
* Be honest and open throughout the entire process.

## Benefits

At Deloitte, we know that great people

Travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve, Reasonable estimate of the current range is $63,420 to $144,300, discretionary annual incentive program, 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

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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