Tax Manager – Global Information Reporting

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

📋 Description

• In your role as a Manager within the Global Information Reporting Services team, you will join a diverse group filled with opportunities to evolve into a leader in the financial sector, particularly in international tax transparency, enhancing Private Equity procedures.

• Deliver advisory services to financial institutions concerning FATCA, CRS, Chapter 3 (including 1042 & 8804 reporting and withholding), and Withholding Foreign Partnerships.

• Offer advisory support to financial institutions on 1099 requirements.

• Coordinate with international teams across jurisdictions participating in CRS to aid financial institutions in their compliance efforts with these regulations.

• Cultivate client relationships and oversee engagement workflows while supervising tax associates and customer service specialists.

• Conduct thorough reviews of reporting data, validate tax forms, and ensure compliance with FATCA, CRS, and Chapter 3 requirements.

• Contribute to the advancement of internal technology by assisting in the design, drafting business requirements, and conducting technology testing.

• Engage in training sessions and educate tax associates on the implications of these regulations.

• Assume additional responsibilities as assigned.

⛳️ Requirements

• A Bachelor’s degree is required.

• A minimum of 5 years of experience in public accounting or a related field.

• At least 3 years of supervisory experience is essential.

• An active CPA or equivalent certification is mandatory.

• Proficiency in managing all facets of client engagements.

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

• Willingness to travel based on client and business requirements.

• Competence in utilizing relevant technology effectively.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and certification.

• Flexible work arrangements and supportive work culture.