Client Services Specialist (Remote)

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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 (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

Qualifications Preferred

• Bachelor’s degree

Qualifications Required

• High School Diploma or GED required; Associate's degree preferred.
• 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.

The annual hourly rate target for this job in this market is $20.00-$45.00/hr. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

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.