GIR - Manager

PwC Service Delivery Center; Kolkata District, Hyderabad, Bengaluru; Hybrid; INR 1,800,000 - 2,400,000; Full time

Job summary

PwC Service Delivery Center in Kolkata, India is seeking a Manager with strong experience in US Information Reporting and Tax Compliance, including FATCA, CRS, Forms 1099, 1042-S, W-8 and W-9. You will manage client engagements, review tax reporting processes and lead a team of tax professionals.

You will provide technical guidance on classification and reporting requirements, review W-8/W-9 documentation, oversee 1099 and 1042/1042-S reporting, and drive process improvements with onshore teams.

Qualifications

• CPA completed or actively pursuing preferred/required.
• EA Enrolled Agent completed or actively pursuing preferred/required.
• Typically 6-10+ years of relevant US Tax / Information Reporting experience, with people-management or supervisory experience.

Responsibilities

• Manage end-to-end US information reporting engagements covering Forms 1099, 1042-S, W-8/W-9, FATCA and CRS.
• Review and oversee preparation, validation and filing of various IRS information returns.
• Provide technical guidance on FATCA and CRS classification, documentation and reporting requirements.
• Review W-8 series and W-9 forms and determine appropriate documentation and withholding requirements.
• Oversee 1099 reporting, including classification, reporting requirements, corrections and reconciliations.
• Manage 1042/1042-S reporting and withholding for payments to foreign persons.
• Perform quality reviews and identify potential compliance, documentation and reporting risks.
• Interpret relevant IRS regulations, instructions, notices and tax reporting requirements.
• Coordinate with onshore teams/clients and manage deliverables, deadlines and escalations.
• Lead, coach and develop junior team members and review their work.
• Support process improvements, automation and standardization within the tax reporting function.
• Participate in client calls and explain technical issues and reporting positions clearly.
• Manage multiple engagements and ensure timely and high-quality delivery.

Skills

US tax reporting

FATCA knowledge

CRS knowledge

1099 reporting

W-8/W-9

Leadership

Client management

Education

CPA completed

EA enrolled agent

Job description

We are looking for a Manager with strong experience in US Information Reporting and Tax Compliance, particularly FATCA, CRS, Forms 1099, 1042-S, W-8 and W-9. The role will involve managing client engagements, reviewing tax reporting processes, handling complex technical matters, and leading a team of tax professionals.

Key Responsibilities

• Manage end-to-end US Information Reporting engagements covering Forms 1099, 1042-S, W-8/W-9, FATCA and CRS.
• Review and oversee preparation, validation and filing of various IRS information returns.
• Provide technical guidance on FATCA and CRS classification, documentation and reporting requirements.
• Review W-8 series and W-9 forms and determine appropriate documentation and withholding requirements.
• Oversee 1099 reporting, including classification, reporting requirements, corrections and reconciliations.
• Manage 1042/1042-S reporting and withholding for payments to foreign persons.
• Perform quality reviews and identify potential compliance, documentation and reporting risks.
• Interpret relevant IRS regulations, instructions, notices and tax reporting requirements.
• Coordinate with onshore teams/clients and manage deliverables, deadlines and escalations.
• Lead, coach and develop junior team members and review their work.
• Support process improvements, automation and standardization within the tax reporting function.
• Participate in client calls and explain technical issues and reporting positions clearly.
• Manage multiple engagements and ensure timely and high-quality delivery.

Required Qualifications

• CPA completed or actively pursuing preferred/required.
• EA Enrolled Agent completed or actively pursuing preferred/required.

Typically 610+ years of relevant US Tax / Information Reporting experience, with people-management or supervisory experience.

Strong knowledge of:

• FATCA
• CRS
• Form 1099 series
• Form 1042 / 1042-S
• W-8BEN / W-8BEN-E
• W-9
• US withholding and information-reporting requirements.
• Experience working with US clients / Big 4 / accounting firms / financial institutions is advantageous.
• Strong analytical, communication, client-management and team-management skills.