Overview
Role Overview: The BTS Senior Associate, Information Reporting and Withholding is responsible for guiding clients on compliance with IRS information reporting requirements, supporting technical application of regulations, and reviewing audits related to Qualified Intermediary (QI), FATCA, and CRS engagements.
Key Responsibilities:
- Provide on-site guidance to withholding agents for compliance
- Assist clients with technical IRS regulation applications
- Review work from global KPMG teams during tax audits and compliance engagements
- Identify opportunities for additional client services
- Research and resolve moderate to complex tax issues
- Develop risk assessments and implement tax procedures
Qualifications & Skills:
- Minimum two years of experience in a Big Four, law firm, or withholding environment focused on reporting and withholding
- Bachelor’s degree; advanced degrees like JD/LLM or MST preferred
Additional Information: Candidates should demonstrate strong analytical skills, attention to detail, and knowledge of IRS regulations. The role offers opportunities for professional growth through diverse engagements, training, and mentorship within a collaborative culture.