Senior Client Services Specialist
Company: Mayer Hoffman McCann P.C.
Location: Providence
Posted on: August 6, 2022
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Job Description:
Job Description
With over 100 offices and nearly 5,000 associates throughout the
U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee
business services to organizations of all sizes, as well as
individual clients, by providing national-caliber expertise
combined with highly personalized service delivered at the local
level.
CBIZ has been honored to be the recipient of several national
recognitions:
* 2020 Best Workplaces in Consulting & Professional Services by
Great Place to Work
* 2020 Workplace Excellence Seal of Approval by the Alliance for
Workplace Excellence
* Top 101 2020 Best and Brightest Companies to Work For in the
Nation
* 2020 Healthiest 100 Workplace in America
* 2021 Top Workplaces USA
Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as
one of the top providers of accounting services in the United
States. MHM is an independent CPA firm that provides audit, review
and attest services, while CBIZ provides, business consulting, tax,
and financial services.
CBIZ & MHM New England (formerly CBIZ Tofias) is part of the 10th
largest accounting*, tax, and advisory services provider in the
nation. Our two New England offices are located in [ Link Removed ]
and [ Link Removed ] and have over 200 people, including 40
Managing Directors. We uniquely combine national resources with
local decision-making by experienced, New England-based
professionals who are dedicated to strengthening our clients'
financial positions.
This position will provide service to one or more client entities
or client investors and will contribute as a key member of the
Private Equity Revenue team. This is a new position that will
likely expand in responsibility as this segment of our business
grows and will potentially assume day to day supervision of other
administrative resources on this team.
Essential Functions and Primary Duties
* For Client Entities : provide tax operational support
* Facilitate standardized permanent files: includes IRS forms SS-4,
8832, 2848 and W-8/9 as well as Withholding Foreign Partnership
applications and the OECD's Entity Self-Certification
* Maintain files to ease Form W-8/9 & Self-Certification provision
at account opening
* Process changes in circumstance (i.e. name/address change)
effects on perm file documents for reissuance
* Process & track IRS GIIN Registrations & Cancellations
* Process & track Local Country (ex. Cayman Islands) GIIN
Enrollments
* Monitor timely IRS F-1042, 8804 and FATCA/CRS annual filings: run
reports, track progress, facilitate provisions and aid notice
receipt/process/responses
* For Client Investors
* Participate in stages of on-boarding and transfers of interest,
timely reviewing subscription documents for completion
* Manage processing of sub docs through investor systems,
understand data entry requirements
* Monitor investor changes in circumstance, and form expiration, to
plan and conduct solicitations as needed
* Coordinate with offshore resources, as available, to delegate
workload and review processed assignments
* General Client Service Duties : support Private Equity clients
and team members
* Manage trackers and follow up as necessary to ensure
internal/external deadlines are met
* Research and compile miscellaneous requests for information
* Contribute to the function of the Tax Department as needed:
communicate with third parties, prepare general correspondence,
perform data entry, print, scan, fax, mail, etc.
Preferred Qualifications
* Prior experience in the public accounting industry or a
professional services environment
* Prior supervisory experience
* Professional discretion and the ability to handle sensitive and
confidential information
* Highly competent in Microsoft Office applications (Outlook, Word,
Excel, PowerPoint) and Adobe Acrobat DC
* Prior knowledge of tax accounting software , examples could
include: CaseWare, CCH Axcess, Practice Engine, Concur, XCM,
Investran, Workday
* Bachelor's degree
Qualifications Required
* 5-7 years of client service or administrative experience in a
fast paced, deadline driven professional office environment
* High School diploma or equivalent
* Demonstrated ability to communicate effectively both verbally and
in writing throughout all levels of an organization, internally and
externally
* Strong initiative, attention to detail, independent problem
solving skills and entrepreneurial work style
* Ability to prioritize work, multi-task and complete assignments
independently whilst still working in a team environment
REASONABLE ACCOMMODATION
If you are a qualified individual with a disability you may request
reasonable accommodation if you are unable or limited in your
ability to use or access this site as a result of your disability.
You can request a reasonable accommodation by calling [ Phone
number blocked ] (toll free) or send an email to [ Link Removed ]
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EQUAL OPPORTUNITY EMPLOYER
CBIZ is an affirmative action-equal opportunity employer and
reviews applications for employment without regard to the
applicant's race, color, religion, national origin, ancestry, age,
gender, gender identity, marital status, military status, veteran
status, sexual orientation, disability, or medical condition or any
other reason prohibited by law. If you would like more information
about your EEO rights as an applicant under the law, please visit
these following pages [ Link Removed ] and [ Link Removed ] .
[ Link Removed ]
Keywords: Mayer Hoffman McCann P.C., Providence , Senior Client Services Specialist, Accounting, Auditing , Providence, Rhode Island
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