BDO USA
Global Employer Services-Expatriate Tax Experienced Manager
BDO USA, Charlotte, North Carolina, United States, 28245
Global Employer Services-Expatriate Tax Experienced Manager
The STS Expatriate Services Experienced Manager is responsible for working with clients on international assignment structuring, presenting researched conclusions and recommending alternative courses of action, and identifying methods of complying with tax obligations. In addition, the role includes marketing, networking, and business development efforts within the Expatriate Services specialization.
Responsibilities
Conduct arrival and departure tax meetings for expatriates and inpatriates.
Manage retention of long‑term client relationships.
Supervise client and service delivery expectations of global employees of corporate clients and individual engagements.
Participate in the management of client fee arrangements.
Review and sign U.S. individual income tax returns for inbound and outbound international assignees.
Examine and approve international assignment cost projection calculations, compensation balance sheets, assignment cost projections, assignment agreements and equalizations.
Act as primary contact for assigned clients regarding communication and management of service.
Communicate with clients and team members in writing, via phone and in person to conclude and sign tax returns for individual assignees.
Identify potential tax issues and evaluate/select alternative actions to lessen tax burden and compliance cost.
Recognize and communicate potential risks, including changes in tax policy, and apply new policies to tax compliance.
Conduct periodic client meetings.
Manage resource allocation, workflow and resource utilization based on business need.
Identify when research is necessary.
Identify issues and develop resolutions based on general knowledge.
Prepare correspondence on various global human resource management and individual tax issues.
Partner with Expatriate Services professionals on assigned projects, business development proposals, practice development challenges and client service matters.
Assist in addressing routine questions from federal and state agencies.
Attend professional development and training sessions regularly.
Attend networking events and cross‑sell other BDO services to current clients.
Other duties as required.
Supervisory Responsibilities
Direct and supervise the workload of Expatriate Services Associates and Senior Associates on assigned projects.
Review work prepared by Associates and Senior Associates and provide review comments.
Act as a Career Advisor to Associates and Senior Associates.
Provide verbal and written performance feedback to Associates and Senior Associates.
Qualifications, Knowledge, Skills and Abilities Education
Bachelor’s degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Management or other related field, required.
Advanced degree in Accounting, Tax or MBA (concentration in International Business or Human Resource Management), preferred.
Experience
Six (6) or more years of related work experience, required.
Prior supervisory experience, required.
Prior study abroad or international work experience, preferred.
License/Certifications
Licensed CPA, attorney or enrolled agent, preferred.
American Payroll Association (APA) member, preferred.
Society of Human Resource Management certification, preferred.
Software
Proficient in Microsoft Office Suite, especially Excel, PowerPoint and Word, preferred.
Prior experience working with tax applications and research tools such as Go Systems, preferred.
Language
Fluency in foreign languages, preferred.
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills.
Superior customer service skills.
Ability to maintain highly confidential information.
Effective communication with professionals at all levels.
Deadline‑driven, multi‑tasking ability.
Superb analytical and diagnostic skills.
Excellent computer skills and aptitude to learn new software.
Knowledge of combining tax knowledge with business/industry solutions.
Superior personnel development and delegation skills.
Effective presentation preparation and delivery skills.
Solid client development and relationship retention skills.
Ability to compose written tax advice.
Professional demeanor in all business interactions.
Salary Range
National: $94,500 - $189,000
Maryland: $94,500 - $189,000
NYC/Long Island/Westchester: $94,500 - $189,000
Washington DC: $94,500 - $189,000
Location Charlotte, NC
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.
Equal Opportunity Employer, including disability/vets.
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Responsibilities
Conduct arrival and departure tax meetings for expatriates and inpatriates.
Manage retention of long‑term client relationships.
Supervise client and service delivery expectations of global employees of corporate clients and individual engagements.
Participate in the management of client fee arrangements.
Review and sign U.S. individual income tax returns for inbound and outbound international assignees.
Examine and approve international assignment cost projection calculations, compensation balance sheets, assignment cost projections, assignment agreements and equalizations.
Act as primary contact for assigned clients regarding communication and management of service.
Communicate with clients and team members in writing, via phone and in person to conclude and sign tax returns for individual assignees.
Identify potential tax issues and evaluate/select alternative actions to lessen tax burden and compliance cost.
Recognize and communicate potential risks, including changes in tax policy, and apply new policies to tax compliance.
Conduct periodic client meetings.
Manage resource allocation, workflow and resource utilization based on business need.
Identify when research is necessary.
Identify issues and develop resolutions based on general knowledge.
Prepare correspondence on various global human resource management and individual tax issues.
Partner with Expatriate Services professionals on assigned projects, business development proposals, practice development challenges and client service matters.
Assist in addressing routine questions from federal and state agencies.
Attend professional development and training sessions regularly.
Attend networking events and cross‑sell other BDO services to current clients.
Other duties as required.
Supervisory Responsibilities
Direct and supervise the workload of Expatriate Services Associates and Senior Associates on assigned projects.
Review work prepared by Associates and Senior Associates and provide review comments.
Act as a Career Advisor to Associates and Senior Associates.
Provide verbal and written performance feedback to Associates and Senior Associates.
Qualifications, Knowledge, Skills and Abilities Education
Bachelor’s degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Management or other related field, required.
Advanced degree in Accounting, Tax or MBA (concentration in International Business or Human Resource Management), preferred.
Experience
Six (6) or more years of related work experience, required.
Prior supervisory experience, required.
Prior study abroad or international work experience, preferred.
License/Certifications
Licensed CPA, attorney or enrolled agent, preferred.
American Payroll Association (APA) member, preferred.
Society of Human Resource Management certification, preferred.
Software
Proficient in Microsoft Office Suite, especially Excel, PowerPoint and Word, preferred.
Prior experience working with tax applications and research tools such as Go Systems, preferred.
Language
Fluency in foreign languages, preferred.
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skills.
Superior customer service skills.
Ability to maintain highly confidential information.
Effective communication with professionals at all levels.
Deadline‑driven, multi‑tasking ability.
Superb analytical and diagnostic skills.
Excellent computer skills and aptitude to learn new software.
Knowledge of combining tax knowledge with business/industry solutions.
Superior personnel development and delegation skills.
Effective presentation preparation and delivery skills.
Solid client development and relationship retention skills.
Ability to compose written tax advice.
Professional demeanor in all business interactions.
Salary Range
National: $94,500 - $189,000
Maryland: $94,500 - $189,000
NYC/Long Island/Westchester: $94,500 - $189,000
Washington DC: $94,500 - $189,000
Location Charlotte, NC
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.
Equal Opportunity Employer, including disability/vets.
#J-18808-Ljbffr