Global Employer Services-Expatriate Tax Senior Associate

BDO USA; Boston (MA); On-site; USD 74,000 - 131,000; Full time

Job summary

BDO USA is seeking a GES Senior - Expat to review inbound and outbound international assignee US income tax returns, perform advanced returns, and handle tax equalizations. You will gather client information, participate in tax planning, communicate with assignees and company administrators, and research tax issues across the firm.

This role provides exposure to expatriate tax strategies, treaties, payroll considerations, and mentoring opportunities within a collaborative environment.

Qualifications

• Bachelor's degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Manager or related field.
• Advanced degree in Accounting or Tax preferred.
• Enrolled Agent or CPA preferred.

Responsibilities

• Research issues and outline sources for tax research.
• Ensure tax compliance and minimize client burdens.
• Develop and document tax positions and project plans.
• Represent clients on tax authority matters with guidance from senior staff.
• Apply expatriate tax planning, treaty and totalization knowledge.
• Utilize tax software and databases for assigned tasks.
• Assist in client project plans and cross-disciplinary collaboration.
• Mentor and guide associates on the team.

Skills

Excellent verbal and written comms

Superior customer service

Analytical and diagnostic skills

Multitasking under deadlines

Foreign language affinity

Education

Bachelors degree in Accounting/Related field

Advanced degree in Accounting or Tax

Enrolled Agent or CPA, preferred

Tools

Microsoft Office Suite

Adobe Reader/Writer

Job description

JOB DESCRIPTION

The GES Senior - Expat 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 GES Senior - Expat 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 Summary

The GES Senior - Expat 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 GES Senior - Expat 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 tax 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

Education

Qualifications, Knowledge, Skills and Abilities:

• 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

National Range: $73,500 - $131,250

Maryland Range: $73,500 - $131,250

NYC/Long Island/Westchester Range: $73,500 - $131,250

Washington DC Range: $73,500 - $131,250

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑ness. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"