Attorney in San Francisco, CA

In-House

San Francisco, CA

Attorney in San Francisco, CA

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 the area of international tax transparency for the financial industry. The responsibilities include:
- Providing advisory services to financial institutions regarding 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 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 61 requirements.
- Contributing to internal technology development by assisting with the design, drafting of 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’ 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%, on average, based on the work and clients and industries/sectors served.
- 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:
- 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 a wide range of factors including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for 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.

Candidates may also 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.

Additional Information:
The company is committed to providing equal employment opportunities and considers applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Qualified applicants with criminal histories will be considered for employment in accordance with applicable state and local laws.