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