**Job Title:**
Tax Senior - Global Information Reporting
**Job Responsibilities:**
As a Tax Senior Consultant within the Global Information Reporting practice, the candidate will be part of a diverse team leading the transformation and digitalization of the tax profession in international tax transparency for the financial industry. Key responsibilities include:
- Providing advisory services to financial institutions on FATCA, CRS, Chapter 3 and Chapter 61 of the Internal Revenue Code, Withholding Partnership rules, Qualified Intermediaries, 871 m), and other global information reporting and withholding regimes.
- Collaborating with international teams across jurisdictions to assist financial institutions with compliance efforts.
- Supervising tax consultants and interns while managing engagement workflows.
- 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 design, drafting business requirements, and conducting technology testing.
**Education and Experience Information:**
**Required:**
- Ability to perform job responsibilities within a hybrid work model requiring 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.
- Experience in preparation and review of FATCA tax returns, CRS reporting, tax forms validation (W-8, W-9 or CRS Self-certifications), 1042/1042-S, and 1099 reporting.
- Ability to travel up to 25%, based on the work and clients served.
- Active accreditations obtained, in process, or willing and able to obtain:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Certifications such as Chartered Financial Advisor (CFA), Certified Financial Planner (CFP)
**Preferred:**
- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous experience at a Big 4, CPA firm, or law firm.
- Excellent presentation and communication skills.
**Salary Information:**
The wage range for this role considers various factors like skill sets, experience, training, licensure, certifications, and organizational needs. The disclosed range is $63,420 to $144,300. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on each case's facts and circumstances.
Candidates may also be eligible to participate in a discretionary annual incentive program, subject to program rules, where an award depends on individual and organizational performance.
**Additional Information:**
Company values its people and offers a broad range of benefits. The inclusive culture empowers employees to contribute their unique perspectives, fostering creativity and innovation. The company is committed to making an impact that matters for its people, clients, and communities, emphasizing professional development and continuous learning opportunities.
All qualified applicants will receive consideration for employment without regard to legally protected characteristics, and those with criminal histories will be considered in compliance with applicable laws.
