Client Services Specialist II

🔥 0 minutes ago

⚓ Rhode Island – Remote

⚓ Rhode Island – Remote

💵 $20 - $45 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CBIZ

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1996

🛡️ Insurance

🏥 Healthcare

🏭 Manufacturing

Insurance • Healthcare • Manufacturing

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• May prepare and complete IRS Forms SS-4 (Application for Employer Identification Number) • Organize and draft IRS Forms 8832 (Entity Classification Election) • Register client entities on the IRS FATCA Registration System to obtain Global Intermediary Identification Numbers (GIINs) and the Cayman DITC Portal • Monitor co-sourcing client in-boxes • Correspond with clients’ investors to solicit Forms W-9, W-8, and CRS self-certifications • Maintain detailed trackers of contact with investors and their statuses • Attend trainings and maintain knowledge of FATCA, CRS, and related GIR topics • Perform special projects as required and other duties assigned

🎯 Requirements

• 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