Global Services-Expatriate Tax Senior Associate

Overview

The Expatriate Services Senior Associate is responsible for reviewing inbound and outbound international assignee US income tax returns, handling some preparation of more advanced returns, tax equalizations, completing assignment cost projections and compensation reviews and planning. The role involves gathering required client information for tax filings, participating in tax planning, identifying potential risks, and communicating with assignees and company administrators. Tax research is also a component of this role.

• Research
  • Identify situations requiring research and outline the issue(s) and sources of research.
  • Analyze researched facts and sources before composing a detailed report of findings.
• Tax Compliance
  • Ensure clients comply with applicable authorities while identifying options to minimize tax and reporting burdens.
  • Obtain required client information to use in tax filings.
  • Conduct detailed reviews on basic returns, prepare review notes, and identify potential tax issues.
  • Plan the tax process and procedures to be performed.
• Tax Consulting
  • Develop, recommend and implement standard tax methods to maximize client tax benefits for current and future obligations.
  • Document significant tax positions, issues, findings and deliverables in accordance with firm policies.
  • Assist in developing client consulting project plans and support project completion.
• Tax Controversy
  • Represent clients before tax authorities on contested issues, with guidance from senior professionals as appropriate.
• Tax Specialization
  • Apply expatriate tax compliance and planning to technical and practical issues for assigned clients.
  • Be versed in transfer year residency issues and elections, including foreign earned income exclusion qualification.
  • Identify and apply income tax treaties and totalization agreements.
  • Provide basic advice on US payroll reporting for expatriate compensation and related deductions.
  • Administer pre-assignment and post-arrival consultations with assignees through data gathering interviews.
• Tax Related Software
  • Utilize GoSystems, tax research databases and other tax-related software for assigned tasks.
• Strategy Development
  • Assist in studies of tax implications to identify alternative courses of action benefiting clients.
  • Develop new or improved ideas to enhance the position of the firm or its personnel.
  • Collaborate with other tax disciplines to identify and recommend additional services to meet client needs.
  • Other duties as required.

• Provides guidance and mentoring to associates and interns on the team.

• 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.

• 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.

• Enrolled Agent or CPA, preferred.

• Proficient in Microsoft Office Suite.
• Proficient in Adobe Reader and Writer.

• Fluency in foreign languages highly desired.

• Excellent verbal and written communication skills.
• Superior customer service skills.
• Ability to maintain the highly confidential nature of information.
• Capable of working and communicating effectively with professionals at all levels.
• Ability to work in a deadline-driven environment and manage multiple projects with attention to detail.
• Ability to multi-task independently or within a team.
• Strong analytical and diagnostic skills and the ability to apply analysis to determine next steps.
• Proficient computer skills and the aptitude to learn new software.
• Knowledge of information required for tax return filing and familiarity with commonly used individual income tax forms.
• Ability to delegate work as needed.
• Capacity to build and maintain strong relationships with client personnel.

Individual salaries offered to a candidate are determined after…