BDO USA
Global Employer Services-Expatriate Tax Senior Associate
BDO USA, Houston, Texas, United States, 77246
Houston, TX, United States and 12 more
Job Description Job Summary:
The Expatriate Services Senior Associate 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 Expatriate Services Senior Associate 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 STS professionals
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
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
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
About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
Locations 2929 Allen Parkway, Houston, TX, 77019, US 1300 East Ninth Street, Cleveland, OH, 44114, US 31 615 South College St., Charlotte, NC, 28202, US 1055 Washington Blvd, Stamford, CT, 06901, US 90 Woodbridge Center Dr., Woodbridge, NJ, 07095, US 8401 Greensboro Drive, McLean, VA, 22102, US 23 600 North Pearl, Dallas, TX, 75201, US 1180 Peachtree St NE, Atlanta, GA, 30309, US 15 One International Place, Boston, MA, 02110, US 330 North Wabash, Chicago, IL, 60611, US 200 Park Avenue, New York, NY, 10166, US 6 2600 W. Big Beaver Road, Troy, MI, 48084, US 4 515 S Flower St, Los Angeles, CA, 90071, US
#J-18808-Ljbffr
Job Description Job Summary:
The Expatriate Services Senior Associate 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 Expatriate Services Senior Associate 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 STS professionals
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
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
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
About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
*Benefits may be subject to eligibility requirements.
Locations 2929 Allen Parkway, Houston, TX, 77019, US 1300 East Ninth Street, Cleveland, OH, 44114, US 31 615 South College St., Charlotte, NC, 28202, US 1055 Washington Blvd, Stamford, CT, 06901, US 90 Woodbridge Center Dr., Woodbridge, NJ, 07095, US 8401 Greensboro Drive, McLean, VA, 22102, US 23 600 North Pearl, Dallas, TX, 75201, US 1180 Peachtree St NE, Atlanta, GA, 30309, US 15 One International Place, Boston, MA, 02110, US 330 North Wabash, Chicago, IL, 60611, US 200 Park Avenue, New York, NY, 10166, US 6 2600 W. Big Beaver Road, Troy, MI, 48084, US 4 515 S Flower St, Los Angeles, CA, 90071, US
#J-18808-Ljbffr