Global Employer Services—Expatriate Tax Experienced Manager
The STS Expatriate Services Experienced Manager is responsible for working with clients on the international assignment structuring, presentation of researched conclusions, and recommendations of alternative courses of action. The role identifies various methods of complying with tax obligations and includes marketing, networking, and business development efforts within the industry and the Expatriate Services specialization.
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
- 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
- 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.
- Partners with Expatriate Services professionals on assigned projects, business development proposals, practice development challenges and client service matters, as needed
- Assists in addressing routine questions from federal and state agencies, as needed
- Attends professional development and training sessions on a regularly
- Participates in some degree of marketing, networking and business development efforts within the industry and the Expatriate Services specialization
- Attends various networking events, and cross‑sells other BDO services to current clients
- Other duties as required
Supervisory Responsibilities
- Directs and supervises the workload of Expatriate Services Associates and Senior Associates on assigned projects
- Reviews 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
Education & Experience
- Bachelor’s degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Management or other related field, required
- Advanced degree in Accounting, Tax or MBA (concentration in International Business or Human Resource Management), preferred
- Six (6) or more years of related work experience, required
- Prior supervisory experience, required
- Prior study abroad or international work experience, preferred
Licenses & Certifications
- Licensed CPA, attorney or enrolled agent, preferred
- American Payroll Association (APA) member, preferred
- Society of Human Resource Management certification, preferred
Technical & Language Skills
- Proficient in Microsoft Office Suite, specifically Excel, PowerPoint and Word, preferred
- Prior experience working with various tax applications and research tools such as Go Systems, preferred
- Fluency in foreign languages, preferred
- 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
Benefits & Compensation
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: $94,500 - $189,000
Maryland Range: $94,500 - $189,000
NYC/Long Island/Westchester Range: $94,500 - $189,000
Washington DC Range: $94,500 - $189,000
About BDO USA
Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.