Global Mobility Tax Senior Associate - Stamford, United States - BDO

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    Full time
    Description

    Job Summary:

    The Expatriate Services Senior Associate is responsible for the review of inbound and outbound international assignee US income tax returns, some preparation of more advanced returns, as well as tax equalizations, completing assignment cost projections and compensation reviews and planning. In this role, the Expatriate Services Senior Associate will be charged with gathering required client information necessary to prepare tax filings, participating in tax planning and recognizing potential risks, in addition to communication with assignees and company administrators and tax research.

    Job Duties:

  • Research Identifies most situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted Analyzes researched facts and the sources utilized prior to composing a detailed report of the research findings
  • Tax Compliance Ensures clients comply with applicable authorities while identifying options for minimizing the client's tax and reporting burdens Obtains required client information to utilize in the preparation of tax filings Conducts detailed review on basic returns and prepares review notes and identifying potential tax issues Plans the tax process and the procedures to be performed
  • Tax Consulting Develops, recommends and implements standard tax methods to provide clients with maximum tax benefits related to current and future tax obligations Documents all significant tax positions, as well as issues, findings and deliverables in accordance with firm policies Assists in the development of client consulting project plans for assigned clients and provides support in the completion of those consulting projects
  • Tax Controversy Represents clients before any tax authority on contested issues, as appropriate, and with assistance and guidance from senior STS professionals
  • Tax Specialization Applies expatriate tax compliance, planning and global implications to technical and practical issues for assigned clients Versed in transfer year residency issues and elections, including foreign earned income exclusion qualification Identifies and applies income tax treaties and totalization agreements Provides basic advice on US payroll reporting for expatriate compensation and hypo tax and housing norm deductions Administers pre-assignment and post-arrival consultations with assignees through data gathering interviews
  • Tax Related Software Utilizes GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
  • Strategy Development Assists in the preparation of studies of tax implications to identify alternative courses of actions to benefits clients Develops new or improved ideas to improve the position of license, the firm or firm personnel Partners with other tax disciplines to identify and recommend other services or benefits to meet client needs Other duties as, required
  • Supervisory Responsibilities:

  • Provides guidance and mentoring to associates and interns on the team
  • Qualifications, Knowledge, Skills and Abilities:

    Education:

  • Bachelors degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Manager or other related filed, required
  • Advanced degree in Accounting or Tax, preferred
  • Experience:

  • 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
  • License/Certifications:

  • Enrolled Agent or CPA, preferred
  • Software:

  • Proficient in the use of Microsoft Office Suite
  • Proficient in the use of Adobe Reader and Writer
  • 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 regarding appropriate information required in the tax return filing process
  • Knowledge and familiarity with commonly utilized individual income tax forms
  • Capable of delegating work assignments as needed
  • Capacity to build and maintain strong relationships with client personnel
  • 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.

    Range: $70,000 - $125,000