#LI-JO1 #LI-Hybrid
We are looking for a Client Services Specialist to join our client services team providing outstanding service to CBIZ private equity clients in the area of Global Information Reporting and Co-sourcing (FATCA, CRS).
Essential Functions and Primary Duties
- May prepare and complete IRS Forms SS-4 (Application for Employer Identification Number)
- Organizing and drafting IRS Forms 8832 (Entity Classification Election)
- Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary
- Identification Numbers (GIINs) & the Cayman DITC Portal
- Monitoring co-sourcing client in-boxes
- Corresponding with clients’ investors to solicit Forms W-9, W-8, and CRS self-certifications
- Maintaining detailed trackers of contact with investors and their statuses
- Attending trainings and maintaining knowledge of FATCA, CRS, and related GIR topics
- Performing special projects as required and any other duties assigned
Preferred Qualifications
- Bachelor’s degree
Minimum Qualifications
- High School Diploma or GED
- At least 2 years of accounting work experience
- Ability to work in a team environment as well as independently
- Must maintain current required licenses and certifications relevant to field of expertise
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally