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Prepare and organize IRS entity and tax forms, register client entities with FATCA and Cayman DITC systems, monitor client inboxes, solicit investor tax documentation, maintain investor-status trackers, and stay current on FATCA, CRS, and related reporting requirements. The role also involves client correspondence, training participation, special projects, and independent and team-based work.
#LI-JO1 #LI-Remote
ResponsibilitiesEssential 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
Qualifications
Minimum Qualifications
- High School Diploma or GED required
- At least 3 years of accounting 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
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
CBIZ Irvine, California, USA Office
Irvine, United States
CBIZ Los Angeles, California, USA Office
Los Angeles, United States
CBIZ Oxnard, California, USA Office
Oxnard, United States
CBIZ West Whittier, California, USA Office
West Whittier, United States
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
