Global Employer Services-Expatriate Tax Senior Associate
BDO USA, Boston, MA, United States
Job Description
The Expatriate Services Senior Associate is responsible for reviewing inbound and outbound international assignee US income tax returns, some preparation of more advanced returns, tax equalizations, completing assignment cost projections, and compensation reviews and planning. The role includes gathering required client information to prepare tax filings, participating in tax planning and recognizing potential risks, communicating with assignees and company administrators, and conducting tax research.
Job Duties
Research
Identify situations requiring research, provide an outline of the issue(s), and select appropriate research sources.
Analyze researched facts and sources before composing a detailed report of findings.
Tax Compliance
Ensure client compliance with applicable authorities while minimizing tax and reporting burdens.
Obtain required client information for tax filings.
Conduct detailed review of basic returns, prepare review notes, and identify potential tax issues.
Plan the tax process and procedures.
Tax Consulting
Develop, recommend, and implement standard tax methods to maximize client benefits.
Document significant tax positions, issues, findings and deliverables per firm policies.
Assist in developing client consulting project plans and support completion of those projects.
Tax Controversy
Represent clients before tax authorities on contested issues, with guidance from senior STS professionals.
Tax Specialization
Apply expatriate tax compliance, planning, and global implications to technical and practical client issues.
Be versed in transfer year residency issues, elections, and foreign earned income exclusion qualifications.
Identify and apply income tax treaties and totalization agreements.
Provide basic advice on US payroll reporting for expatriate compensation and housing deductions.
Administer pre-assignment and post-arrival consultations through data-gathering interviews.
Tax Related Software
Utilize GoSystems, tax research databases, and other tax-related software.
Strategy Development
Assist in preparing studies of tax implications to identify alternative courses of action for clients.
Develop new or improved ideas to advance the firm or its personnel.
Partner with other tax disciplines to recommend additional services or benefits to meet client needs.
Perform other duties as required.
Supervisory Responsibilities
Provide guidance and mentoring to associates and interns on the team.
Education Bachelor’s degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Manager, or other related field is required.
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Management, or related field (required).
Advanced degree in Accounting or Tax (preferred).
Experience
Two to three 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/Certification
Enrolled Agent or CPA (preferred).
Software
Proficient in Microsoft Office Suite.
Proficient in Adobe Reader and Writer.
Language
Fluency in foreign languages highly desired.
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills.
Superior customer service skills.
Ability to maintain highly confidential information.
Capability to work and communicate effectively with professionals at all levels.
Ability to work in a deadline-driven environment and handle multiple projects/tasks with attention to detail.
Ability to successfully multi-task while working independently or within a group.
Superior analytical and diagnostic skills and the ability to apply analysis in determining appropriate next steps.
Excellent computer skills and aptitude to learn new software applications.
Knowledge of appropriate information required in the tax return filing process.
Knowledge and familiarity with commonly utilized individual income tax forms.
Capability to delegate work assignments as needed.
Capacity to build and maintain strong client relationships.
Salary Individual salaries 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 meaningful connections, curiosity, and being true to yourself while making a positive difference.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. We focus on delivering exceptional and sustainable outcomes and value for our people, clients, and communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first by sharing profits with the 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). The ESOP offers participants a stake in the firm’s success, and participants benefit from a fully funded allocation without employee contributions.
We are committed to delivering exceptional experiences to middle‑market leaders by sharing insight‑driven perspectives and helping companies transform their business.
Our mission includes:
Welcoming diverse perspectives and creating an inclusive environment.
Empowering team members to explore their full potential.
Leveraging our talent to help clients navigate complex challenges.
Celebrating ingenuity and innovation to transform business.
Focusing on resilience and sustainability for positive impact.
Providing comprehensive Total Rewards beyond traditional benefits.
Benefits are subject to eligibility requirements.
Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
BDO USA, P.A. is an EO employer M/F/Veteran/Disability
#J-18808-Ljbffr
Job Duties
Research
Identify situations requiring research, provide an outline of the issue(s), and select appropriate research sources.
Analyze researched facts and sources before composing a detailed report of findings.
Tax Compliance
Ensure client compliance with applicable authorities while minimizing tax and reporting burdens.
Obtain required client information for tax filings.
Conduct detailed review of basic returns, prepare review notes, and identify potential tax issues.
Plan the tax process and procedures.
Tax Consulting
Develop, recommend, and implement standard tax methods to maximize client benefits.
Document significant tax positions, issues, findings and deliverables per firm policies.
Assist in developing client consulting project plans and support completion of those projects.
Tax Controversy
Represent clients before tax authorities on contested issues, with guidance from senior STS professionals.
Tax Specialization
Apply expatriate tax compliance, planning, and global implications to technical and practical client issues.
Be versed in transfer year residency issues, elections, and foreign earned income exclusion qualifications.
Identify and apply income tax treaties and totalization agreements.
Provide basic advice on US payroll reporting for expatriate compensation and housing deductions.
Administer pre-assignment and post-arrival consultations through data-gathering interviews.
Tax Related Software
Utilize GoSystems, tax research databases, and other tax-related software.
Strategy Development
Assist in preparing studies of tax implications to identify alternative courses of action for clients.
Develop new or improved ideas to advance the firm or its personnel.
Partner with other tax disciplines to recommend additional services or benefits to meet client needs.
Perform other duties as required.
Supervisory Responsibilities
Provide guidance and mentoring to associates and interns on the team.
Education Bachelor’s degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Manager, or other related field is required.
Qualifications, Knowledge, Skills and Abilities
Bachelor’s degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Management, or related field (required).
Advanced degree in Accounting or Tax (preferred).
Experience
Two to three 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/Certification
Enrolled Agent or CPA (preferred).
Software
Proficient in Microsoft Office Suite.
Proficient in Adobe Reader and Writer.
Language
Fluency in foreign languages highly desired.
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills.
Superior customer service skills.
Ability to maintain highly confidential information.
Capability to work and communicate effectively with professionals at all levels.
Ability to work in a deadline-driven environment and handle multiple projects/tasks with attention to detail.
Ability to successfully multi-task while working independently or within a group.
Superior analytical and diagnostic skills and the ability to apply analysis in determining appropriate next steps.
Excellent computer skills and aptitude to learn new software applications.
Knowledge of appropriate information required in the tax return filing process.
Knowledge and familiarity with commonly utilized individual income tax forms.
Capability to delegate work assignments as needed.
Capacity to build and maintain strong client relationships.
Salary Individual salaries 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 meaningful connections, curiosity, and being true to yourself while making a positive difference.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. We focus on delivering exceptional and sustainable outcomes and value for our people, clients, and communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first by sharing profits with the 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). The ESOP offers participants a stake in the firm’s success, and participants benefit from a fully funded allocation without employee contributions.
We are committed to delivering exceptional experiences to middle‑market leaders by sharing insight‑driven perspectives and helping companies transform their business.
Our mission includes:
Welcoming diverse perspectives and creating an inclusive environment.
Empowering team members to explore their full potential.
Leveraging our talent to help clients navigate complex challenges.
Celebrating ingenuity and innovation to transform business.
Focusing on resilience and sustainability for positive impact.
Providing comprehensive Total Rewards beyond traditional benefits.
Benefits are subject to eligibility requirements.
Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
BDO USA, P.A. is an EO employer M/F/Veteran/Disability
#J-18808-Ljbffr