Client services specialist

Status Category:

Full-Time

Exempt/Non-Exempt:

Non-Exempt

Job Code:

FS233

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.

We are looking for a Client Services Specialist to join our client services team providing outstanding service to CBIZ private equity clients in the area of Global Information Reporting and Co-sourcing (FATCA, CRS).

Essential Functions and Primary Duties

• May 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 Portal
• Monitoring co-sourcing client in-boxes
• Corresponding with clients’ investors to solicit Forms W-9, W-8, and CRS self-certifications
• Maintaining detailed trackers of contact with investors and their statuses
• Attending trainings and maintaining knowledge of FATCA, CRS, and related GIR topics
• Performing special projects as required and any other duties assigned

Preferred Qualifications

• Bachelor’s degree

Minimum Qualifications Required

• High School Diploma or GED required
• At least 2 years of accounting work 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

The hourly rate for this job in this market is $20.00-$45.00/hr. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

The application window is anticipated to close on or before 10/15/2026

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CBIZ.Jobs Category: Tax

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