Tax Supervisor – Global Information Reporting

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

📋 Description

• Engage in the Global Information Reporting Services practice, with an emphasis on international tax transparency and Private Equity processes.

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

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

• Cultivate client relationships and oversee engagement workflows while managing 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 development of internal technology by drafting business requirements and participating in technology testing.

• Participate in training sessions and educate tax associates on the impacts of regulations.

• Undertake additional responsibilities as required.

⛳️ Requirements

• A Bachelor's degree in Accounting, Taxation, or a related field is required.

• A minimum of 3 years of experience in public accounting or a related discipline.

• Capability to manage deadlines, handle multiple assignments, and prioritize tasks as needed.

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

• Proficient in the use of relevant technology.

• Willingness to travel based on client and business requirements.

• Preferred: at least 1 year of supervisory experience.

• CPA candidates are preferred.

• Preferred: 3 years of experience with FATCA, CRS, Chapter 3 of the Internal Revenue Code, WHFPs, QIs, 871m, or other withholding and reporting frameworks.

• Preferred: experience in the preparation and review of 1042, 8804, FATCA & CRS returns, and validation of tax forms (W-8, W-9, or CRS Self-Certifications).

• Preferred: an advanced degree such as a Masters of Tax, JD, LLM, accounting degree, or MBA.

• Preferred: prior experience in a Big 4 firm, CPA firm, or law firm.

• Must be capable of working collaboratively in a team setting.

🏝️ Benefits

• Comprehensive benefits package.

• Opportunities for professional development and growth.

• Collaborative and inclusive work environment.