Experienced Associate

CBIZ, Inc.; Bengaluru; Hybrid; INR 6,673,000 - 10,486,000; Full time

Benefits offered by this job

Health Insurance for family

Parental leaves

Hybrid work model

Relocation benefits

PF/Gratuity/Leave encashment

Offshore business setup opportunity

Job summary

CBIZ, Inc. is seeking an Experienced Associate for its tax practice in Bengaluru. You will guide clients on global information reporting rules, research complex tax issues, and review US IRS forms (W-9, W-8 series) with CRS/FATCA compliance.

You will lead staff in filing returns and develop digital tools to improve information capture and processing. You will train local staff, maintain strong client relations, and contribute to project success while embracing a hybrid work environment with

Qualifications

• Provide guidance to clients regarding compliance with global tax information reporting rules.
• Research complex tax issues and reach appropriate conclusions for our clients.
• Apply tax technical skills in reviewing US Internal Revenue Service (IRS) tax forms including Forms W-9, W-8BEN, W-8BEN-E, W-8ECI, W-8EXP and W-8IMY, related tax documentary evidence as well as Common Reporting Standard (CRS) self-certifications.
• Lead staff in preparing and filing information returns (e.g., Forms 1099 and 1042-S), FBAR, and Automatic Exchange of Information (FATCA & CRS) returns.
• Develop innovative technology solutions to increase efficiency such as digital tools that capture and process information.
• Assist in the development of educational materials for information reporting and withholding requirements for both internal and client workshops.
• Train and manage local staff and contribute to the development of your team’s technical acumen.
• Understand applicable US tax rules and requirements including IRS publications and tax form instructions.
• Be familiar with the requirements under the Common Reporting Standard (CRS) as set out by the OECD and the Foreign Account Tax Compliance Act (FATCA)
• Possess written, organizational, and verbal communication skills.
• Possess analytical, problem solving, and project management skills.
• Drive success as both an individual contributor and team member.
• Identify and address our client needs by actively participating in client discussions and meetings; and,
• Be willing to travel in a post-covid world. Our tax practice helps our clients comply with complex information reporting and withholding rules under chapter 61, chapter 3, chapter 4 (Foreign Account Tax Compliance Act - FATCA), the Common Reporting Standard (CRS) and other regimes.
• Competitive remuneration and benefits package:
• Insurance Benefits – Health Insurance cover for family includes 2 parents, OPD & Term life Insurance.
• Paid time off - Parental leaves (Maternity & Paternity leaves), Paid Leaves
• Work life Harmony - Hybrid work model
• Mobility Benefits - Relocation benefits and door to door transportation
• Retiral Benefits - Employee PF Contribution, Gratuity, Leave Encashment
• Once in a lifetime opportunity to set up offshore business for one of the 10th largest Financial Services and CPA firm in the US.
• Chance to work with a team of talented and passionate individuals who are committed to delivering high-quality work to our clients.
• The opportunity to thrive in a high-performance environment while contributing to the foundation of a new division.

Responsibilities

• As an Experienced Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution.
• Professional skills and responsibilities for this management level include but are not limited to:

Skills

Tax compliance

Tax research

IRS forms knowledge

CRS & FATCA

Written communication

Analytical thinking

Project management

Client discussions

Travel willingness

Tools

Info reporting tools

Job description

CBIZ is a leading professional services company providing accounting, tax, advisory, benefits, insurance, and technology

solutions to middle-market organizations across the United States. We help clients navigate complexity, manage risk, and

pursue growth through practical insight and disciplined execution.

With more than 9,500 team members across 23 major markets, CBIZ brings deep expertise and local understanding to

every engagement, supported by integrated teams across the globe.

Our Services

CBIZ delivers a comprehensive range of professional services designed to help organizations grow, manage risk, and

navigate complexity.

Our Service Areas:

• Accounting
• Tax
• Benefits & HR
• Insurance
• Technology

Our Mission

To provide exceptional advice and solutions that help our clients achieve their goals.

Our Vision

To be recognized by our clients as the premier provider of accounting, insurance, and other professional business services

and by our team members as their employer of choice.

Join Us on Our Journey

As we continue to grow and expand our horizons, CBIZ remains committed to delivering exceptional service and value to

our clients. We invite you to join us on this exciting journey and explore the possibilities that we offer.

Responsibilities

As an Experienced Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Professional skills and responsibilities for this management level include but are not limited to:

• Use feedback and reflection to develop self awareness, personal strengths and address development areas.
• Delegate to others to provide stretch opportunities, coaching them to deliver results.
• Demonstrate critical thinking and the ability to bring order to unstructured problems.
• Use a broad range of tools and techniques to extract insights from current industry or sector trends.
• Review your work and that of others for quality, accuracy and relevance.
• Know how and when to use tools available for a given situation and can explain the reasons for this choice.
• Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
• Use straightforward communication, in a structured way, when influencing and connecting with others.
• Able to read situations and modify behaviour to build quality relationships.
• Uphold the firm's code of ethics and business conduct.

Preferred Knowledge/Skills

Demonstrates thorough abilities and/or a proven record of success in the following areas:

• Provide guidance to clients regarding compliance with global tax information reporting rules.
• Research complex tax issues and reach appropriate conclusions for our clients.
• Apply tax technical skills in reviewing US Internal Revenue Service (IRS) tax forms including Forms W-9, W-8BEN, W-8BEN-E, W-8ECI, W-8EXP and W-8IMY, related tax documentary evidence as well as Common Reporting Standard (CRS) self-certifications.
• Lead staff in preparing and filing information returns (e.g., Forms 1099 and 1042-S), FBAR, and Automatic Exchange of Information (FATCA & CRS) returns.
• Develop innovative technology solutions to increase efficiency such as digital tools that capture and process information.
• Assist in the development of educational materials for information reporting and withholding requirements for both internal and client workshops.
• Train and manage local staff and contribute to the development of your team’s technical acumen.
• Understand applicable US tax rules and requirements including IRS publications and tax form instructions.
• Be familiar with the requirements under the Common Reporting Standard (CRS) as set out by the OECD and the Foreign Account Tax Compliance Act (FATCA)
• Possess written, organizational, and verbal communication skills.
• Possess analytical, problem solving, and project management skills.
• Drive success as both an individual contributor and team member.
• Identify and address our client needs by actively participating in client discussions and meetings; and,
• Be willing to travel in a post-covid world. Our tax practice helps our clients comply with complex information reporting and withholding rules under chapter 61, chapter 3, chapter 4 (Foreign Account Tax Compliance Act - FATCA), the Common Reporting Standard (CRS) and other regimes.
• Competitive remuneration and benefits package:
• Insurance Benefits – Health Insurance cover for family includes 2 parents, OPD & Term life Insurance.
• Paid time off - Parental leaves (Maternity & Paternity leaves), Paid Leaves
• Work life Harmony - Hybrid work model
• Mobility Benefits - Relocation benefits and door to door transportation
• Retiral Benefits - Employee PF Contribution, Gratuity, Leave Encashment
• Once in a lifetime opportunity to set up offshore business for one of the 10th largest Financial Services and CPA firm in the US.
• Chance to work with a team of talented and passionate individuals who are committed to delivering high-quality work to our clients.
• The opportunity to thrive in a high-performance environment while contributing to the foundation of a new division.