Job Title:
Tax Senior - Global Information Reporting
Job Responsibilities:
As a Tax Senior Consultant within the Global Information Reporting practice, you will be part of a diverse team that is leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry. Your responsibilities will include:
- Providing advisory services to financial institutions concerning 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 in complying with these rules.
- Playing a crucial role in the engagements workflow while supervising tax consultants and interns.
- Performing detailed reviews of reporting data, tax form validations, notifications, and other FATCA, CRS, Chapter 3, and Chapter 61 requirements.
- Contributing to internal technology development by assisting with the design, drafting business requirements, and 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 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.
- Ability to travel up to 25% on average, based on the work you do and the clients and industries/sectors you serve.
- One of the following 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:
- Chartered Financial Advisor (CFA)
- Certified Financial Planner (CFP)
Preferred:
- Advanced degree such as Masters of Tax, JD, and/or LLM.
- Previous experience with Big 4, CPA firms, or law firms.
- Excellent presentation and communication skills.
Salary Information:
The wage range for this role takes into account the wide range of factors 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. 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.
