Global Employer Services-Expatriate Tax Manager

BDO USA • Chicago, IL

5d • $79,800 - $168,000

About The Position

The GES Manager - Expat advises clients on international assignment structuring, presents researched conclusions and recommendations about alternative courses of action, and identifies methods of complying with tax obligations. The role also supports marketing, networking, and business development within the industry and the Expatriate Services specialization.

The manager oversees client relationships and service delivery for global employees of corporate clients and individual engagements; reviews and signs U.S. individual income tax returns for inbound and outbound international assignees; and reviews international assignment cost projections, compensation balance sheets, assignment agreements, and equalizations. The manager identifies tax issues and risks, researches global tax and human resource matters, recommends resolutions, and communicates relevant tax policy changes. The role also manages resources and workflow and supervises Expatriate Services Associates and Senior Associates, including reviewing their work, advising their careers, and providing performance feedback.

Requirements

• Bachelor’s degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Management, or a related field.
• Five to eight years of related work experience.
• Prior supervisory experience.
• Licensed CPA, attorney, or enrolled agent.
• Proficiency with Microsoft Office, specifically Excel, PowerPoint, and Word.
• Excellent verbal and written communication skills.
• Superior customer service skills and ability to maintain confidentiality.
• Ability to work and communicate effectively with professionals at all levels.
• Ability to work in a deadline-driven environment, handle multiple projects and tasks, and maintain attention to detail.
• Ability to multitask successfully while working independently or in a group.
• Superior analytical and diagnostic skills and ability to apply analysis to determine appropriate next steps.
• Excellent computer skills and aptitude for learning new software applications.
• Knowledge of combining tax and business or industry knowledge to recommend solutions.
• Personnel development and delegation skills, including training and facilitation.
• Ability to prepare and deliver presentations to clients and potential clients.
• Client development and relationship retention skills.
• Ability to compose written tax advice.
• Professional demeanor in business interactions and relationships.

Nice To Haves

• Advanced degree in Accounting or Tax, or an MBA with a concentration in International Business or Human Resource Management.
• Prior study abroad or international work experience.
• American Payroll Association membership.
• Society for Human Resource Management certification.
• Prior experience with tax applications and research tools such as Go Systems.
• Fluency in foreign languages is highly desired.

Responsibilities

• Conduct arrival and departure tax meetings for expatriates and inpatriates as required.
• Maintain long-term client relationships and supervise client and service delivery expectations for corporate global employees and individual engagements.
• Participate in managing client fee arrangements.
• Review and sign U.S. individual income tax returns for inbound and outbound international assignees.
• Examine and approve international assignment cost projections, compensation balance sheets, assignment agreements, and equalizations.
• Serve as the primary contact for assigned clients regarding service communication and management.
• Communicate with clients and team members in writing, by phone, and in person to conclude and sign individual assignee tax returns.
• Identify potential tax issues and evaluate alternative actions to reduce tax burden and compliance costs.
• Recognize and communicate potential risks and tax policy changes, and apply new policies to tax compliance.
• Conduct periodic client meetings.
• Manage resource allocation, workflow, and resource utilization according to business needs.
• Determine when research is necessary; frame research issues; identify reliable and relevant sources; analyze facts and authorities; and report research findings on global tax and human resource matters.
• Identify issues, develop resolutions, and apply those resolutions across multiple tax functional specialties.
• Prepare correspondence concerning 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 with routine questions from federal and state agencies as needed.
• Attend professional development and training sessions regularly.
• 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 as needed.
• Act as a Career Advisor to Associates and Senior Associates.
• Provide verbal and written performance feedback to Associates and Senior Associates.
• Perform other duties as required.

Benefits

• ESOP participation, providing beneficial ownership and an opportunity to share in the firm’s success.
• Comprehensive compensation and Total Rewards benefits offerings; benefits may be subject to eligibility requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager