Client Services Specialist II

This is a fully remote position, open to applicants in Rhode Island.

📋 Description

• Responsible for preparing and completing IRS Forms SS-4 (Application for Employer Identification Number).

• Organize and draft IRS Forms 8832 (Entity Classification Election).

• Register client entities on the IRS FATCA Registration System to acquire Global Intermediary Identification Numbers (GIINs) and access the Cayman DITC Portal.

• Monitor co-sourcing client inboxes for updates.

• Communicate with clients’ investors to request Forms W-9, W-8, and CRS self-certifications.

• Maintain detailed records of interactions with investors and track their statuses.

• Participate in training sessions and stay informed about FATCA, CRS, and related GIR topics.

• Undertake special projects as needed and perform other assigned tasks.

⛳️ Requirements

• High School Diploma or GED is mandatory.

• A minimum of 3 years of experience in accounting is required.

• Ability to collaborate effectively in a team setting as well as work independently.

• Must hold current required licenses and certifications pertinent to the area of expertise.

• Proficient in the use of relevant technology.

• Proven ability to communicate effectively, both verbally and in writing, at all levels of the organization, internally and externally.

🏝️ Benefits

• Comprehensive health insurance plans.

• Retirement savings options with company matching.

• Opportunities for professional development and training.

• Flexible working hours and remote work options.