Client Services Specialist
CBIZ
full-time
Posted on:
Location Type: Remote
Location: Remote • Rhode Island • 🇺🇸 United States
Visit company websiteSalary
💰 $20 - $45 per hour
Job Level
JuniorMid-Level
About the role
- 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
Requirements
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
IRS Forms SS-4IRS Forms 8832FATCA Registration SystemGlobal Intermediary Identification Numbers (GIINs)Forms W-9Forms W-8CRS self-certificationsaccounting work experience
Soft skills
teamworkindependencecommunication
Certifications
High School DiplomaGED