Global Employer Services-Expatriate Tax Senior Associate
Role description
From the employerJob Summary
The GES Senior - Expat is responsible for the review of inbound and outbound
international assignee US income tax returns, some preparation of more advanced
returns, as well as tax equalizations, completing assignment cost projections
and compensation reviews and planning. In this role, the GES Senior - Expat
will be charged with gathering required client information necessary to prepare
tax filings, participating in tax planning and recognizing potential risks, in
addition to communication with assignees and company administrators and tax
research.
Job Duties
- Research
- Identifies most situations when research is necessary providing an outline
of the issue(s) and the appropriate source of research to be conducted
- Analyzes researched facts and the sources utilized prior to composing a
detailed report of the research findings
- Tax Compliance
- Ensures clients comply with applicable authorities while identifying
options for minimizing the client’s tax and reporting burdens
- Obtains required client information to utilize in the preparation of tax
filings
- Conducts detailed review on basic returns and prepares review notes and
identifying potential tax issues
- Plans the tax process and the procedures to be performed
- Tax Consulting
- Develops, recommends and implements standard tax methods to provide clients
with maximum tax benefits related to current and future tax obligations
- Documents all significant tax positions, as well as issues, findings and
deliverables in accordance with firm policies
- Assists in the development of client consulting project plans for assigned
clients and provides support in the completion of those consulting projects
- Tax Controversy
- Represents clients before any tax authority on contested issues, as
appropriate, and with assistance and guidance from senior tax
professionals
- Tax Specialization
- Applies expatriate tax compliance, planning and global implications to
technical and practical issues for assigned clients
- Versed in transfer year residency issues and elections, including foreign
earned income exclusion qualification
- Identifies and applies income tax treaties and totalization agreements
- Provides basic advice on US payroll reporting for expatriate compensation
and hypo tax and housing norm deductions
- Administers pre-assignment and post-arrival consultations with assignees
through data gathering interviews
- Tax Related Software
- Utilizes GoSystems, tax research databases and other tax-related software
in the completion of assigned tasks
- Strategy Development
- Assists in the preparation of studies of tax implications to identify
alternative courses of actions to benefits clients
- Develops new or improved ideas to improve the position of license, the firm
or firm personnel
- Partners with other tax disciplines to identify and recommend other
services or benefits to meet client needs
- Other duties as, required
Supervisory Responsibilities
- Provides guidance and mentoring to associates and interns on the team
Qualifications, Knowledge, Skills and Abilities
Education
- Bachelors degree in Accounting, Business Administration, International
Business, Human Resource Management, International Human Resource Manager or
other related filed, required
- Advanced degree in Accounting or Tax, preferred
Experience
- Two (2) to three (3) years of experience in individual income tax
preparation, expatriate tax experience preferred
- Prior experience in a customer / client service environment, preferred
- Prior study abroad or international work experience, preferred
License/Certifications
- Enrolled Agent or CPA, preferred
Software
- Proficient in the use of Microsoft Office Suite
- Proficient in the use of Adobe Reader and Writer
Language
- Fluency in foreign languages highly desired
Other Knowledge, Skills & Abilities
- Excellent verbal and written communication skills
- Possesses superior customer service skills
- Ability to maintain the highly confidential nature of information
- Capable of working and communicating effectively with professionals at all
levels
- Able to work in a deadline-driven environment and handle multiple projects /
tasks with an attention to detail
- Ability to successfully multi-task while working independently or within a
group environment
- Superior analytical and diagnostic skills and the ability to apply analysis
in determining appropriate next steps
- Excellent computer skills and the aptitude to learn new software
applications
- Knowledge regarding appropriate information required in the tax return filing
process
- Knowledge and familiarity with commonly utilized individual income tax forms
- Capable of delegating work assignments as needed
- Capacity to build and maintain strong relationships with client personnel
Individual salaries that are offered to a candidate are determined after
consideration of numerous factors including but not limited to the candidate’s
qualifications, experience, skills, and geography.
National Range: $73,500 - $131,250
Maryland Range: $73,500 - $131,250
NYC/Long Island/Westchester Range: $73,500 - $131,250
Washington DC Range: $73,500 - $131,250
At BDO, how we show up matters. We build strong relationships by supporting one
another, our clients, and our communities with care, curiosity, and a commitment
to helping one another grow and succeed. Here, you’ll find meaningful work,
leaders invested in your success, and opportunities to build a career around
what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and
achieve what matters most. Our values guide how we bring that purpose to life
each day. Together, they shape how we work with one another, serve our clients,
and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S.
and around the world. No matter your role, you’ll be part of a team helping
clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm’s
success through beneficial ownership and a unique opportunity to enhance their
financial well-being. As a qualified retirement plan, the ESOP is a meaningful
addition to our comprehensive compensation and Total Rewards benefits*
offerings. It also reinforces an ownership mindset that strengthens our
connection to one another, our clients, and the future we’re building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional
benefits. Click here to find out more
[https://insights.bdo.com/rs/116-EDP-270/images/BDO-Benefits-Brochure.pdf]!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more
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