Client Services Specialist II

Job Description Essential Functions And Primary Duties May prepare and complete IRS Forms SS-4 (Application for Employer Identification Number) Organizing and drafting IRS Forms 8832 (Entity Classification Election) Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary Identification Numbers (GIINs) & the Cayman DITC Portal Monitoring co-sourcing client in-boxes Corresponding with clients’ investors to solicit Forms W-9, W-8, and CRS self-certifications Maintaining detailed trackers of contact with investors and their statuses Attending trainings and maintaining knowledge of FATCA, CRS, and related GIR topics Performing special projects as required and any other duties assigned Preferred Qualifications Bachelor’s degree Minimum Qualifications High School Diploma or GED requiredAt least 3 years of accounting experienceAbility to work in a team environment as well as independentlyMust maintain current required licenses and certifications relevant to field of expertiseProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally About Us CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.