Global Employer Services - Expatriate Tax Senior Manager

Job Summary:

The GES Sr Mgr - Expat is responsible for advising clients on the international assignment structuring, presentation of researched conclusions and recommendations of alternative courses of action, and identifying various methods of complying with tax obligations in addition to reviewing and signing expatriate US individual income tax returns.  the GES Sr Mgr - Expat is also charged with marketing, networking and business development efforts within the industry and the Expatriate Services specialization.  Managing staff assignments, financial status and worldwide coordination of assigned client engagements is also expected.

Job Duties:

• Conducts arrival and departure tax meetings for expatriates and inpatriates, as required
• Manages retention of long-term client relationships
• Supervises client and service delivery expectations of global employees of corporate clients and individual engagements
• Participates in the management of client fee arrangements
• 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
• Communicates with clients and team members in writing, via phone and in person to conclude and sign tax returns for individual assignees
• 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 
• Understands, adheres to and ensures staff understanding of BDO Tax Quality Manual requirements
• 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; and
  • 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. 
• Leads Expatriate Services professionals on assigned projects, business development proposals, practice development challenges and client service matters, as needed 
• Attends community and industry related networking functions, focusing on business development efforts
• Assists in addressing routine questions from federal and state agencies, as needed
• Attends professional development and training sessions regularly         
• Other duties as required

Supervisory Responsibilities:

• Directs and supervises the workload of Expatriate Services Associates and Senior Associates on assigned projects
• Review 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

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelors degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Manager or other related field required
• Advanced degree in Accounting, Tax or MBA (concentration in International Business or Human Resource Management) preferred

Experience:

• More than eight (8) 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, beneficial
• Society of Human Resource Management certification, beneficial

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint and Word
• Prior experience working with various tax applications and research tools such as Go Systems preferred 
• Proficient with Adobe Reader and Writer to manipulate and organize .pdf files 

Language:

• Fluency in foreign languages highly desired

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Possesses superior customer service skills
• Ability to maintain the highly confidential nature of information
• Capable of working and communicating effectively with professionals at all levels
• Able to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail
• Ability to successfully multi-task while working independently or within a group environment
• Superior analytical  and diagnostic skills and the ability to apply analysis in determining appropriate next steps
• Excellent computer skills and the aptitude to learn new software applications 
• Knowledge of the process of combining tax knowledge and knowledge of business/industry to recommend solutions
• Possesses superior personnel development and delegation skills, including training / facilitation
• Capable of effectively preparing and delivering presentations to clients and potential clients
• Solid client development and relationship retention skills
• Ability to compose written tax advice
• Demonstrates professional demeanor in all business interactions and relationships

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $99,750 - $262,500
NYC/Long Island/Westchester Range: $99,750 - $262,500
Washington DC Range: $99,750 - $262,500