Tax Associate II | Global Information Reporting (Remote)

We are seeking candidates with Global Information Reporting (GIR) experience who are interested in joining a fast-growing team providing tax co-sourcing/outsourcing services to global Private Equity Funds. Team members are responsible for consulting with the client as if they were their in-house tax department. The opportunity will include working with CBIZ team members, as well as client personnel, virtually and/or at the client location.

Essential Functions and Primary Duties

As an Associate within the GIR practice you will be part of a diverse team abound with opportunity to grow into a financial industry leader in the area of global information reporting and tax withholding for private equity firms. In this role, you can expect your role to entail:

• Communicating with our fund clients' investors to obtain IRS Forms W-8s, W-9s and CRS self-certification forms.
• Validating IRS Forms W-8s, W-9s and CRS self-certification forms.
• Providing advisory and compliance services to financial institutions regarding IRC chapter 3 NRA withholding and Form 1042-S reporting on foreign investors.
• Preparing and submitting IRC chapter 4 FATCA returns and OECD CRS returns.
• Assisting with training and mentoring Client Services Specialist and interns on GIR methodology.
• Developing and maintaining an excellent working relationship with client staff to increase customer satisfaction and to strengthen client relationships.
• Pledging to provide exceptional service to every client by providing individual attention, responsiveness, and commitment to understanding their goals and needs; and
• Maintaining and complying with the highest degree of professional standards, client confidentiality and personal conduct.

Preferred Qualifications

• Bachelor's degree in a related field

• CPA eligible or equivalent certification such as EA, JD, MBA; desire to obtain certification required

• Previous public accounting, law firm experience, or private equity experience preferred

• Strong verbal and written communications skills

• Excellent interpersonal, analytical, research and tax project management skills

• Ability to multi-task, think independently and problem solve in a results-driven team-oriented environment

• Experience in one or more of the following areas is preferred: W-8/W-9 form solicitation and validation, 1042 reporting, or FATCA & CRS reporting

Minimum Qualifications Required

• Bachelor's degree required, Master's degree in Accounting, Taxation or related field preferred

• Must have completed at least one "Busy Season"

• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

• Proficient use of applicable technology

• Must be able to travel based on client and business needs

The annual salary target for this job in this market is $75,000-$90,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.Outside of base compensation there are opportunities for - Commissions and/or Annual Bonuses (variable depending on firm and associate performance).

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

The application window is anticipated to close on or before 5/21/2026. We do encourage that you apply to this position as soon as possible.