Tax Associate II | Global Information Reporting (Remote)

CBIZ; Providence (RI); Remote; USD 75,000 - 90,000; Full time

Job summary

A leading professional services firm is seeking a Tax Consultant in Providence, RI. The role involves advising clients on IRS compliance, preparing FATCA and CRS returns, and mentoring junior staff. Candidates should possess a Bachelor’s degree, with a preference for those pursuing CPA or equivalent certifications. This position offers a supportive environment for personal and professional growth, along with competitive compensation and benefits.

Benefits

Comprehensive medical and dental insurance coverage

Retirement savings and life/disability insurance options

Education assistance and certification incentives

Opportunities for commissions and annual bonuses

Qualifications

• Bachelor’s degree required; Master’s preferred.
• Must have completed at least one 'Busy Season'.
• Willingness to travel based on client needs.

Responsibilities

• Communicate with fund clients’ investors to obtain necessary IRS forms.
• Validate IRS Forms W-8s, W-9s, and CRS self-certification forms.
• Prepare and submit FATCA returns and OECD CRS returns.

Skills

Communication

Analytical skills

Research skills

Tax project management

Education

Bachelor’s degree

Master’s degree in Accounting, Taxation, or related field

Tools

IRS Forms W-8, W-9

FATCA returns

OECD CRS returns

Job description

Employer Industry: Professional Services

Why consider this job opportunity:
- Salary up to $90,000
- Opportunities for commissions and annual bonuses based on performance
- Comprehensive medical and dental insurance coverage
- Retirement savings and life/disability insurance options
- Education assistance and certification incentives available
- Supportive environment focused on personal and professional growth

What to Expect (Job Responsibilities):
- Communicate with fund clients’ investors to obtain necessary IRS forms
- Validate IRS Forms W-8s, W-9s, and CRS self-certification forms
- Provide advisory and compliance services regarding NRA withholding and Form 1042-S reporting
- Prepare and submit FATCA returns and OECD CRS returns
- Assist in training and mentoring Client Services Specialists and interns on GIR methodology

What is Required (Qualifications):
- 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 effectively at all organizational levels
- Proficient in applicable technology
- Willingness to travel based on client and business needs

How to Stand Out (Preferred Qualifications):
- CPA eligible or equivalent certification such as EA, JD, or MBA; desire to obtain certification required
- Previous public accounting, law firm, or private equity experience
- Strong verbal and written communication skills
- Excellent analytical, research, and tax project management skills
- Experience with W-8/W-9 form solicitation and validation, 1042 reporting, or FATCA & CRS reporting

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