Tax Supervisor
Description #LI-JO1 #LI-Remote Responsibilities - Essential Functions and Primary Duties - As a Supervisor 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
Qualifications
Minimum Qualifications - Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred - At least 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 throughout all levels of organization, both internally and externally - Proficient use of applicable technology - Must be able to travel based on client and business needs