Tax Manager - FSI Global Information Reporting

Job Summary

Are you a strategic tax professional who enjoys solving complex information reporting and withholding challenges? Do you want to advise leading financial institutions across banking, asset management, hedge funds, and insurance?

Work You'll Do

• Advising financial institutions on FATCA, CRS, Chapters 3 and 61 of the Internal Revenue Code, Qualified Intermediary and Withholding Partnership rules, Section 871(m), and other domestic and international information reporting and withholding regimes.
• Collaborating with teams across jurisdictions to help clients meet complex global reporting and withholding requirements.
• Maintaining client relationships, managing engagement workflow, and supervising and developing tax professionals.
• Reviewing reporting data, tax form validations, notifications, Forms 1042/1042-S, Forms 1099, and other FATCA, CRS, Chapter 3, and Chapter 61 requirements.
• Supporting technology development by defining business requirements, contributing to solution design, participating in testing, and training tax professionals on regulatory impacts.

Qualifications

• Bachelor's degree in Accounting or Finance
• 5+ years of experience in FATCA, CRS, Chapter 3, Chapter 61 of the Internal Revenue Code, Qualified Intermediary rules, Section 871(m), or other withholding and reporting regimes
• One of the following active accreditations: Certified Public Accountant (CPA), licensed attorney, Enrolled Agent, Chartered Financial Analyst (CFA), or Certified Financial Planner (CFP)
• Experience preparing and reviewing FATCA returns, CRS reporting, tax form validation for Forms W-8 and W-9 and CRS self-certifications, Forms 1042/1042-S, and Forms 1099
• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week
• Experience managing teams and engagement workflows
• Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
• Limited immigration sponsorship may be available