Trust Solutions - Tax Manager - Global Information Reporting

Min 5 yrs required

Full-time

No

Salary Information:
- The salary for this position is competitive and will be based on the candidate's qualifications and experience.

Job Title:
- Tax Manager - Global Information Reporting

Experience Information:
- Minimum of 5 years of experience is required for this position.
- Certification as a CPA, Enrolled Agent, or Active Member of the Bar is required.
- Preferred fields of study include Management Information Systems & Accounting, Accounting & Finance, or Accounting.
- Additional educational preferences include a Bachelor's degree and ., . in Taxation, or a Master's in Taxation (MST) from an accredited college or university.

Role and Responsibilities:
H1: Trust Solutions - Tax Manager - Global Information Reporting
H2: Join our Financial Markets Business Advisory Services Team

- Provide guidance to clients on global tax information reporting rules
- Research complex tax issues and reach appropriate conclusions for clients
- Apply tax technical skills in reviewing US IRS tax forms and related documentary evidence
- Lead staff in preparing and filing information returns and other required tax forms
- Develop innovative technology solutions to increase efficiency
- Assist in the development of educational materials for information reporting and withholding requirements
- Train and manage local staff and contribute to the team's technical acumen
- Understand and stay current on applicable US tax rules and requirements
- Possess strong written, organizational, and verbal communication skills
- Demonstrate analytical, problem-solving, and project management skills
- Drive success as both an individual contributor and team member
- Identify and address client needs through active participation in discussions and meetings
- Willing to travel as needed (post-COVID)

Company:
- PwC (PricewaterhouseCoopers)

Department:
- Financial Markets Business Advisory Services

Qualifications:
- Bachelor's degree in a related field
- Minimum of 5 years of experience
- Certification as a CPA, Enrolled Agent, or Active Member of the Bar
- Preferred fields of study include Management Information Systems & Accounting, Accounting & Finance, or Accounting
- Additional educational preferences include a Bachelor's degree and ., . in Taxation, or a Master's in Taxation (MST) from an accredited college or university

Travel Requirements:
- Up to 20% travel may be required for this position.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this, we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies, and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

- Develop new skills outside of comfort zone
- Act to resolve issues which prevent the team from working effectively
- Coach others, recognize their strengths, and encourage them to take ownership of their personal development
- Analyze complex ideas or proposals and build a range of meaningful recommendations
- Use multiple sources of information, including broader stakeholder views, to develop solutions and recommendations
- Address sub-standard work or work that does not meet the firm's/client's expectations
- Use data and insights to inform conclusions and support decision-making
- Develop a point of view on key global trends and how they impact clients
- Manage a variety of viewpoints to build consensus and create positive outcomes for all parties
- Simplify complex messages, highlighting and summarizing key points
- Uphold the firm's code of ethics and business conduct

Job Requirements and Preferences:

Basic Qualifications:

- Bachelor's degree in a related field
- Minimum of 5 years of experience
- Certification as a CPA, Enrolled Agent, or Active Member of the Bar

Preferred Qualifications:

- Preferred fields of study include Management Information Systems & Accounting, Accounting & Finance, or Accounting
- Additional educational preferences include a Bachelor's degree and ., . in Taxation, or a Master's in Taxation (MST) from an accredited college or university

Preferred Knowledge/Skills:

PwC's Global Information Reporting (GIR) practice helps our clients comply with an international set of rules that are focused on information reporting and withholding tax requirements on payments to investors and vendors in line with a global initiative of creating tax transparency and cross-border sharing of information. Our tax practice helps our clients comply with complex information reporting and withholding rules under chapter 61, chapter 3, chapter 4 (Foreign Account Tax Compliance Act - FATCA), the Common Reporting Standard (CRS) and other regimes.

Demonstrates extensive abilities and/or a proven record of success in the following areas:

- Provide guidance to clients regarding compliance with global tax information reporting rules
- Research complex tax issues and reach appropriate conclusions for our clients
- Apply tax technical skills in reviewing US Internal Revenue Service (IRS) tax forms including Forms W-9, W-8BEN, W-8BEN-E, W-8ECI, W-8EXP and W-8IMY, related tax documentary evidence as well as Common Reporting Standard (CRS) self-certifications
- Lead staff in preparing and filing information returns (., Forms 1099 and 1042-S), FBAR, and Automatic Exchange of Information (FATCA & CRS) returns
- Develop innovative technology solutions to increase efficiency such as digital tools that capture and process information
- Assist in the development of educational materials for information reporting and withholding requirements for both internal and client workshops
- Train and manage local staff

Not specified

Not specified

Not specified

Audit, Regulatory, Valuation, Financial Analysis, Accounting, Financial Reporting, Business Issues, Problem Solving, Leadership, Coaching, Data Analysis, Trend Analysis, Ethics, Compliance, Taxation, Information Reporting, Withholding Tax, Documentation, Tax Technical Skills, IRS Forms, Common Reporting Standard, Digital Tools, Efficiency, Educational Materials, Training, Team Management, Technical Acumen, Travel, H-1B Sponsorship, Affirmative Action, Equal Opportunity, San Francisco Fair Chance Ordinance, Application Deadlines, Pay Range

Bachelor's degree, J.D. or L.L.M. in Taxation, or Master's in Taxation (MST)

Interested candidates should apply through the company website or follow the instructions listed in the job posting.

Qualification and Experience Bachelor Degree in Management Information Systems & Accounting, Accounting & Finance, or Accounting, J.D. or L.L.M. in Taxation, or Master's in Taxation (MST)

Legal