Global Services-Expatriate Tax Senior Associate

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.

• 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.

• Provide 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 Manager, or other related field is required.

• 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 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).

• 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 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…