• Participate in the Global Information Reporting Services practice, focusing on international tax transparency and 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 compliance efforts
• Build client relationships and manage engagement workflows while supervising tax associates and customer service specialists
• Perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS and Chapter 3 requirements
• Contribute to internal technology development through business requirements drafting and technology testing
• Participate in trainings and educate tax associates on regulatory impacts
• Perform additional responsibilities as assigned

Tax Supervisor – Global Information Reporting

• Develop, nurture, and manage client relationships through timely and appropriate communication and services
• Serve as a trusted personal and business advisor to clients
• Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 and 8804 reporting and withholding), and Withholding Foreign Partnerships
• Direct multiple consulting, compliance, and tax planning engagements
• Design, communicate, and implement innovative planning ideas with client service teams
• Guide and manage IRS and state audits
• Participate in new business development, including prospecting, networking, and representing CBIZ at industry events
• Design and deliver technical training on individual-related tax topics
• Recruit, supervise, train, develop, and motivate less experienced team members
• Promote a team environment and support management decisions
• Contribute to internal tax department management through committee membership and group leader responsibilities
• Grow into a financial industry leader in international tax transparency and transform Private Equity processes

Tax jobs in Rhode Island

Tax Supervisor – Global Information Reporting

Tax Managing Director – Global Information Reporting