Tax Associate II | Global Information Reporting (Remote)

Status Category:

Full-Time

Exempt/Non-Exempt:

Exempt

Scheduled Hours Per Week:

40

Job Code:

FS220TC

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. 

CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

We are seeking candidates with Global Information Reporting (GIR) experience who are interested in joining a fast-growing team providing tax co-sourcing/outsourcing services to global Private Equity Funds. Team members are responsible for consulting with the client as if they were their in-house tax department. The opportunity will include working with CBIZ team members, as well as client personnel, virtually and/or at the client location.

Essential Functions And Primary Duties

• As an Associate within the GIR practice you will be part of a diverse team abound with opportunity to grow into a financial industry leader in the area of global information reporting and tax withholding for private equity firms. In this role, you can expect your role to entail:
• Communicating with our fund clients’ investors to obtain IRS Forms W-8s, W-9s and CRS self-certification forms.
• Validating IRS Forms W-8s, W-9s and CRS self-certification forms.
• Providing advisory and compliance services to financial institutions regarding IRC chapter 3 NRA withholding and Form 1042-S reporting on foreign investors.
• Preparing and submitting IRC chapter 4 FATCA returns and OECD CRS returns.
• Assisting with training and mentoring Client Services Specialist and interns on GIR methodology.
• Developing and maintaining an excellent working relationship with client staff to increase customer satisfaction and to strengthen client relationships.
• Pledging to provide exceptional service to every client by providing individual attention, responsiveness, and commitment to understanding their goals and needs; and
• Maintaining and complying with the highest degree of professional standards, client confidentiality and personal conduct.
  
  

Preferred Qualifications

• Bachelor’s degree in a related field
• CPA eligible or equivalent certification such as EA, JD, MBA; desire to obtain certification required
• Previous public accounting, law firm experience, or private equity experience preferred
• Strong verbal and written communications skills
• Excellent interpersonal, analytical, research and tax project management skills
• Ability to multi-task, think independently and problem solve in a results-driven team-oriented environment
• Experience in one or more of the following areas is preferred: W-8/W-9 form solicitation and validation, 1042 reporting, or FATCA & CRS reporting
  
  

Minimum Qualifications Required

• Bachelor’s degree required, Master’s degree in Accounting, Taxation or related field preferred
• Must have completed at least one “Busy Season”
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs
  
  

The annual salary target for this job in this market is $75,000-$90,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

CBIZ.Jobs Category: Tax

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit

Notice to Third-Party Agencies

CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.