Tax Senior - Global Information Reporting

Deloitte Deloitte · Consulting

Tax Senior role focused on Global Information Reporting, specifically FATCA, CRS, and other international tax transparency regimes for financial institutions. Responsibilities include providing advisory services, assisting with compliance efforts, supervising consultants, reviewing reporting data, and contributing to internal technology development.

What you'd actually do

  1. Providing advisory services to financial institutions on the areas of FATCA, CRS, Chapter 3 and Chapter 61 of the Internal Revenue Code (1042/1042-S and 1099 reporting), Withholding Partnership rules, Qualified Intermediaries, 871 m), and other global information reporting and withholding regimes.
  2. Being part of international teams across jurisdictions to assist financial institutions with their compliance efforts with these rules
  3. Being an important part of the engagements workflow while supervising tax consultants and interns
  4. Perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, Chapter 3 and 61 requirements
  5. Contribute to internal technology development by assisting with the design, the drafting of business requirements and technology testing

Skills

Required

  • 3+ years’ experience in FATCA, CRS, chapter 3 and chapter 61 of the Internal Revenue Code, Qualified Intermediaries, 871 m) or other withholding and reporting regimes
  • Preparation and review experience of FATCA tax returns, CRS reporting, tax forms validation (W-8, W-9 or CRS Self-certifications), 1042/1042-S and 1099 reporting

Nice to have

  • Advanced degree such as Masters of Tax, JD, and/or LLM
  • Previous Big 4, CPA firm experience or law firm experience
  • Excellent presentation and communications skills

What the JD emphasized

  • FATCA
  • CRS
  • Chapter 3
  • Chapter 61
  • 1042/1042-S
  • 1099 reporting
  • Withholding Partnership rules
  • Qualified Intermediaries
  • 871 m)