The Expatriate Tax Experienced Manager is responsible for working with clients on international assignment structuring, tax compliance, and marketing efforts within the industry. The role requires supervisory experience, a bachelor's degree in a related field, and six or more years of related work experience.
Requirements
- Conducts arrival and departure tax meetings for expatriates and inpatriates
- Manages retention of long-term client relationships
- Supervises client and service delivery expectations of global employees of corporate clients and individual engagements
- Reviews and signs U.S. individual income tax returns for inbound and outbound international assignees
- Examines and approves international assignment cost projection calculations, compensation balance sheets, assignment cost projections, assignment agreements and equalizations
- Acts as primary contact for assigned clients regarding communication and management of service
- Identifies potential tax issues and evaluates and selects alternative actions to lessen tax burden and cost of compliance
- Recognizes and communicates potential risks, along with potential changes in tax policy and applies new policies to tax compliance
- Conducts period client meetings
- Manages resource allocation, workflow and resource utilization based on business need
- Identifies when research is necessary
- Frames issues to be researched
- Identifies sources of reliable and relevant information
- Analyzes facts and authorities
- Reports the issues researched for various global tax and human resource management matters, as appropriate
- Identifies issues and develops resolutions based on general knowledge and transfers resolutions into multiple tax functional specialties
- Prepares correspondence on various global human resource management and individual tax issues.
- Partners with Expatriate Services professionals on assigned projects, business development proposals, practice development challenges and client service matters, as needed
- Assists in addressing routine questions from federal and state agencies, as needed
- Attends professional development and training sessions on a regularly
- Participates in some degree of marketing, networking and business development efforts within the industry and the Expatriate Services specialization
- Attends various networking events, and cross-sells other BDO services to current clients
- Directs and supervises the workload of Expatriate Services Associates and Senior Associates on assigned projects
- Reviews work prepared by Expatriate Services Associates and Senior Associates and provides review comments, as needed
- Acts as a Career Advisor to Expatriate Services Associates and Senior Associates
- Provides verbal and written performance feedback to Expatriate Services Associates and Senior Associates
Benefits
- 401k Matching
- Retirement Plan
- Employee Stock Ownership Plan (ESOP)
- Generous Paid Time Off
- Tuition Reimbursement
- Relocation Assistance
