What are the responsibilities and job description for the Client Services Specialist position at CBIZ?
Essential Functions and Primary DutiesMay 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 PortalMonitoring co-sourcing client in-boxesCorresponding with clients' investors to solicit Forms W-9, W-8, and CRS self-certificationsMaintaining detailed trackers of contact with investors and their statusesAttending trainings and maintaining knowledge of FATCA, CRS, and related GIR topicsPerforming special projects as required and any other duties assigned Preferred QualificationsBachelor's degreeMinimum QualificationsHigh School Diploma or GEDAt least 2 years of accounting work experienceAbility to work in a team environment as well as independentlyMust maintain current required licenses and certifications relevant to field of expertiseProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally #LI-DE1 #LI-RemoteABOUT US CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.