With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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: 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.
CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States. With more than 35 offices and more than 2,000 professionals, we serve the country s growing mid-market public and private businesses. MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting 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 Boston and Providence and have over 200 people, including over 35 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.
We serve private and public companies in more than a dozen industries; not-for-profit organizations; and high net-worth individuals and family groups. When you choose CBIZ & MHM New England, you get proactive, accessible professionals who communicate in understandable terms, and deliver practical solutions on time, with no surprises, to help your organization thrive.
Essential Functions and Primary Duties
Monitor the client on-boarding process to ensure that valid tax documents are received, validated and applied to source systems
Review tax certification forms for completeness and appropriateness of the form completed.
Identify and classify payees for FATCA/CRS and other tax reporting and withholding purposes
Ensure all relevant documentation requirements are fulfilled
Minimum Qualifications Required