Job Description

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.     

CBIZ has been honored to be the recipient of several national recognitions:     

•       2022 Best and Brightest Companies to Work for in the Nation   

•       2023 Top Workplaces USA   

•       2022 America's Best Mid-Size Employers   

•       2022 Best and Brightest Companies in Wellness   

•       2022 Great Place to Work Certification   

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.    

Our two New England offices, located in Boston, MA and Providence, RI have more than 270 professionals. Our depth of resources and services are uniquely suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and family group clients. We are also proud of our strong company culture. In 2022, our offices were recognized by several local and national business journals as a Best Place to Work, including the Boston Globe, Boston’s Best and Brightest, Providence Business Journal, and Forbes.

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 when the conditions are safe.

Essential Functions and Primary Duties

• As a Senior Associate within the Global Information Reporting Services practice you will be part of a diverse team abound with opportunity to grow into a financial industry leader in the area of international tax transparency, transforming Private Equity processes
• Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships
• Coordinate international teams, across CRS participating jurisdictions, to assist financial institutions with their compliance efforts with these rules
• Build relationships with clients, and manage engagement workflows, while supervising tax associates and customer service specialists
• Begin to perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, and Chapter 3 requirements
• Contribute to internal technology development by assisting with the design, the drafting of business requirements and technology testing
• Participate in trainings and educate tax associates on the impacts of these regulations
• Additional responsibilities as assigned

Preferred Qualifications

• 3 years’ experience in FATCA, CRS, Chapter 3 of the Internal Revenue Code, WHFPs, QIs, 871m or other withholding and reporting regimes
• 1 years’ experience in a supervisory role
• Preparation and review experience of 1042, 8804, FATCA & CRS returns, and tax form validation (W-8, W-9 or CRS Self-Certifications)
• Advanced degree such as Masters of Tax, JD, and/or LLM, accounting degree or MBA
• Previous Big 4, CPA firm experience or law firm experience
• Excellent presentation and communications skills
• Must be able to work in a team environment  

Minimum Qualifications Required

• Bachelor’s degree required; Masters degree preferred in Accounting, Taxation, or related field preferred
• 3 years of experience in public accounting or related field
• 1 year supervisory experience preferred
• CPA candidates preferred
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing within all levels of an 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 $80,000-$100,000. 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.

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 accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-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 these following pages EEO is the Law and EEO is the Law Supplement.

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