Experienced Associate

Responsibilities

As an Experienced Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Professional skills and responsibilities for this management level include but are not limited to:

• Use feedback and reflection to develop self awareness, personal strengths and address development areas.
• Delegate to others to provide stretch opportunities, coaching them to deliver results.
• Demonstrate critical thinking and the ability to bring order to unstructured problems.
• Use a broad range of tools and techniques to extract insights from current industry or sector trends.
• Review your work and that of others for quality, accuracy and relevance.
• Know how and when to use tools available for a given situation and can explain the reasons for this choice.
• Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
• Use straightforward communication, in a structured way, when influencing and connecting with others.
• Able to read situations and modify behavior to build quality relationships.
• Uphold the firm's code of ethics and business conduct.

Preferred Knowledge/Skills

Demonstrates thorough abilities and/or a proven record of success in the following areas:

• Provide guidance to clients regarding compliance with global tax information reporting rules.
• Research complex tax issues and reach appropriate conclusions for our clients.
• Apply tax technical skills in reviewing US Internal Revenue Service (IRS) tax forms including: Forms W-9, W-8BEN, W-8BEN-E, W-8ECI, W-8EXP and W-8IMY, related tax documentary evidence as well as Common Reporting Standard (CRS) self-certifications.
• Lead staff in preparing and filing information returns (e.g., Forms 1099 and 1042-S), FBAR, and Automatic Exchange of Information (FATCA & CRS) returns.
• Develop innovative technology solutions to increase efficiency such as digital tools that capture and process information.
• Assist in the development of educational materials for information reporting and withholding requirements for both internal and client workshops.
• Train and manage local staff and contribute to the development of your teams technical acumen.
• Understand applicable US tax rules and requirements including IRS publications and tax form instructions.
• Be familiar with the the requirements under the Common Reporting Standard (CRS) as set out by the OECD and the Foreign Account Tax Compliance Act (FATCA)
• Possess written, organizational, and verbal communication skills.
• Possess analytical, problem solving, and project management skills.
• Drive success as both an individual contributor and team member.
• Identify and address our client needs by actively participating in client discussions and meetings; and,
• Be willing to travel in a post-covid world. Our tax practice helps our clients comply with complex information reporting and withholding rules under chapter 61, chapter 3, chapter 4 (Foreign Account Tax Compliance Act - FATCA), the Common Reporting Standard (CRS) and other regimes.