BDO · 2 months ago
Global Employer Services-Expatriate Tax Experienced Senior Associate
2929 Allen Parkway, Houston, TX, 77019, US
Full-time
Onsite
Mid, Senior Level
$75K/yr - $147K/yr
3+ years expBDO is a professional services firm seeking an Expatriate Services Senior Associate. The role involves performing research for tax returns, tax equalizations, and assignment cost projections, while ensuring client compliance and identifying potential tax risks.
AccountingBusiness DevelopmentFinancial ServicesOutsourcing
Responsibilities
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
Ensures client compliance 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 reviews on basic returns, prepares review notes and identifies potential tax issues
Plans the tax process and the procedures to be performed
Identifies “gray areas” and communicates related risk potential for contingent tax liabilities
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
Represents clients before any tax authority on contested issues with assistance and guidance from senior STS R&D professionals, as appropriate
Applies expatriate tax compliance, planning and global implications to technical and practical issues for assigned clients
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
Identifies basic tax planning opportunities
Utilizes Caseware, GoSystems, tax research databases and other tax-related software in the completion of assigned tasks
Prepares tax accrual workpapers
Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48
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
Provides guidance and mentoring to associates and interns on the team
Other duties as required
Qualification
Required
Bachelors degree in Accounting, Business Administration, International Business, Human Resource Management, International Human Resource Manager or other related field
Three (3) to five (5) years of experience in individual income tax preparation
Prior experience preparing individual income tax return, involved in VITA
Proficient in the use of Microsoft Office Suite, specifically Excel and Word
Excellent verbal and written communication skills
Possesses superior customer service skills
Ability to provide a high level of confidentiality
Capable of working and communicating effectively with professionals at all levels
Ability to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail
Superior analytical and diagnostic skills and the ability to apply analysis in determining appropriate next steps
Ability to successfully multi-task while working independently or within a group environment
Excellent computer skills and the aptitude to learn new software applications
Knowledge of appropriate information required in the tax return filing process
Possesses knowledge of and a familiarity with commonly utilized individual income tax forms
Capable of effective managing a team of tax professionals and delegating work assignments as needed
Capacity to build and maintain strong relationships with client personnel
Preferred
Advanced degree in Accounting or Tax
Expatriate tax experience
Prior experience in a customer / client service environment
Prior study abroad or international work experience
Prior supervisory experience
Enrolled Agent or CPA
Experience working with Go Systems
Fluency in foreign languages
Company
BDO
BDO is the leading provider of professional services within the mid-tier of our profession.
10001+ employees
H1B Sponsorship
BDO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
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2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageLeadership Team
Barbara Derus
Managing Partner South Central Region - Transfer Pricing
Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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