Attorney in Stamford, CT

In-House

Stamford, CT

Attorney in Stamford, CT

Non-practicing Attorney

Min 3 yrs required

No

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. The key responsibilities include:

- Providing advisory services to financial institutions in areas such as 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.
- Collaborating with international teams across jurisdictions to assist financial institutions with compliance efforts.
- Playing an important role in the engagement workflow while 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 design, drafting of business requirements, and technology testing.

Education and Experience Information:
Required qualifications for the role include:

- 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.
- A minimum of 3 years of 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 the 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.
- Willingness and ability to travel up to 25% based on work, clients, and industries/sectors served.
- Possession of one of the following active 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)

Preferred qualifications include:

- An advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous experience with a Big 4, CPA firm, or law firm.
- Excellent presentation and communication skills.

Salary Information:
The wage range for this role considers various factors that influence compensation decisions, including but not limited to skill sets, experience, training, licensure, certifications, and other business and organizational needs. The disclosed range estimate 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 the facts and circumstances of each case.

Additionally, the candidate may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, where an award, if any, depends on various factors, including individual and organizational performance.