Global Employer Services-Expatriate Tax Manager

BDO USA, LLP; Chicago (IL); On-site; USD 79,800 - 168,000; Full time

Job summary

BDO USA, LLP is looking for an STS Expatriate Services Manager in Chicago, IL. This role involves advising clients on international assignments, managing teams, conducting tax meetings, and ensuring compliance with tax obligations. Candidates should have a bachelor's degree in a related field, at least five years of relevant experience, and supervisory experience. BDO offers competitive salaries and values diverse qualifications and skills.

Qualifications

• Five to eight years of related work experience is required.
• Prior supervisory experience is necessary.
• Licensed CPA, attorney, or enrolled agent is required.

Responsibilities

• Advise clients on international assignment structuring.
• Conduct tax meetings for expatriates and inpatriates.
• Supervise service delivery expectations.

Skills

Excellent verbal and written communication skills

Superior customer service skills

Ability to maintain confidentiality

Analytical and diagnostic skills

Strong client development and retention skills

Education

Bachelor's degree in Accounting, Business Administration, or related field

Advanced degree in Accounting, Tax, or MBA with concentration in International Business

Tools

Microsoft Office Suite

Tax applications and research tools such as Go Systems

Job description

Job Summary

The STS Expatriate Services Manager is responsible for advising clients on international assignment structuring, presenting studied conclusions and recommending alternative courses of action, and identifying methods of compliance with tax obligations. In addition, the manager is charged with marketing, networking, and business development efforts within the industry and Expatriate Services specialization.

Job Duties

• Conduct arrival and departure tax meetings for expatriates and inpatriates as required.
• Manage retention of long‑term client relationships.
• Supervise client and service delivery expectations of global employees of corporate clients and individual engagements.
• Participate in the management of 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.
• Act as primary contact for assigned clients regarding communication and management of service.
• Communicate with clients and team members in writing, via phone, and in person to conclude and sign tax returns for individual assignees.
• Identify potential tax issues and evaluate alternatives to reduce tax burden and compliance cost.
• Recognize and communicate potential risks, changes in tax policy, and apply new policies to compliance.
• Conduct periodic client meetings.
• Manage resource allocation, workflow, and utilization based on business need.
• Identify when research is necessary, frame issues to be researched, identify sources of reliable information, analyze facts and authorities, and report findings for global tax and HR matters.
• Develop resolutions based on general knowledge and transfer them to multiple tax specialties.
• Prepare correspondence on global HR and individual tax matters.
• Partner with Expatriate Services professionals on projects, proposals, and client service matters.
• Assist with routine questions from federal and state agencies.
• Attend professional development and training sessions regularly.
• Perform other duties as required.

Supervisory Responsibilities

• Direct and supervise the workload of Expatriate Services Associates and Senior Associates on assigned projects.
• Review work performed by Associates and provide comments as needed.
• Act as a career advisor to Associates and Senior Associates.
• Provide verbal and written performance feedback to Associates and Senior Associates.

Education

• Bachelor's degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Management, or related field (required).
• Advanced degree in Accounting, Tax, or MBA with concentration in International Business or HR Management (preferred).

Experience

• Five to eight 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.
• American Payroll Association member (beneficial).
• Society for Human Resource Management certification (beneficial).

Software

• Proficiency in Microsoft Office Suite: Excel, PowerPoint, Word.
• Experience with tax applications and research tools such as Go Systems (preferred).

Language

• Fluency in foreign languages highly desired.

Other Knowledge, Skills & Abilities

• Excellent verbal and written communication skills.
• Superior customer service skills.
• Ability to maintain confidentiality of information.
• Effective communication at all professional levels.
• Ability to work in a deadline‑driven environment and handle multiple projects with attention to detail.
• Ability to multi‑task independently or within a group.
• Superior analytical and diagnostic skills.
• Excellent computer skills and aptitude to learn new software.
• Knowledge of integrating tax and business expertise to recommend solutions.
• Personnel development and delegation skills, including training/facilitation.
• Professional demeanor in all business interactions.
• Strong client development and retention skills.
• Ability to compose written tax advice.
• Effective presentation skills to clients and prospects.

Individual salaries are determined after consideration of candidate qualifications, experience, skills, and geography.

National Range: $79,800 - $168,000

Maryland Range: $79,800 - $168,000

NYC / Long Island / Westchester Range: $79,800 - $168,000

Washington DC Range: $79,800 - $168,000