Specialized Tax Services-Expatriate Services Senior Manager

BDO•Denver, CO

12d

About The Position

Job Summary: The STS Expatriate Services Senior Manager 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 STS Expatriate Services Manager 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

Requirements

Bachelors degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Manager or other related field required
More than eight (8) years of related work experience required
Prior supervisory experience required
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
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

Nice To Haves

Advanced degree in Accounting, Tax or MBA (concentration in International Business or Human Resource Management) preferred
Prior study abroad or international work experience preferred
Licensed CPA, attorney or enrolled agent preferred
American Payroll Association (APA) member, beneficial
Society of Human Resource Management certification, beneficial
Fluency in foreign languages highly desired

Responsibilities

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
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