Global Employer Services-Expatriate Tax Senior Associate
BDO USA · Charlotte, NC · 1 mo ago
Hybrid$74k–$131k/yrFull-time
We need to output HTML fragment with sections: About the role (job summary), Responsibilities (job duties), Requirements (education, qualifications, knowledge, skills, abilities), maybe Benefits? The posting includes salary ranges, but we should include Pay section only if posting actually states them. It does: "Individual salaries that are offered to a candidate are determined after consideration of numerous factors... National Range: $73,500 - $131,250 Maryland Range: ...". So we can include Pay section with those ranges. Benefits: The posting mentions ESOP, Total Rewards, but not specific benefits details. It says "Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits." That's vague; we should not create Benefits section unless posting actually states them. It does mention ESOP and Total Rewards but not specifics. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state Pay (salary ranges). Benefits: It mentions ESOP and Total Rewards but not specific benefits; might be considered stating benefits? It says "BDO provides assurance, tax, and advisory services... 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-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings." That is a description of benefits (ESOP). So we could include Benefits section with that info. However, we need to avoid filler like "commensurate with experience". This is substantive. So include Benefits.
Schedule: Not mentioned. So omit Schedule.
We must not repeat job title as heading. Use for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we should only include sections with real content. Likely we will have About the role (job summary), Responsibilities (job duties), Requirements (education qualifications etc), Benefits, Pay. Possibly also Skills? But we can combine qualifications, knowledge, skills, abilities into Requirements or Skills. The instruction: "Use
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. But we should only include sections with real content. Likely we will have About the role (job summary), Responsibilities (job duties), Requirements (education qualifications etc), Benefits, Pay. Possibly also Skills? But we can combine qualifications, knowledge, skills, abilities into Requirements or Skills. The instruction: "Use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can choose appropriate headings. We'll include About the role, Responsibilities, Requirements, Benefits, Pay.
We need to preserve all substantive information, not invent or summarize away detail. Must not omit details. So we need to include all duties, responsibilities, qualifications etc.
We need to format lists with - . For prose use
. For headings use
.
We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. So we should strip the "Equal Opportunity Employer..." etc. Also remove "Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !" maybe keep the benefits description but remove the click here link? The instruction: remove duplicated lines, but we can keep the descriptive text about ESOP and Total Rewards as benefits. However, the "Click here to find out more !" is likely a link/instruction; we should remove that as it's application instruction? It's not exactly application instruction but it's a call to action; maybe treat as boilerplate. Safer to remove that sentence. Keep the description of ESOP and Total Rewards.
Also remove "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." That's part of Pay section; we keep it.
We need to include all duties: Research, Tax Compliance, Tax Consulting, Tax Controversy, Tax Specialization, Tax Related Software, Strategy Development, Other duties as required, Supervisory Responsibilities.
We need to preserve bullet-like content but we can turn each duty heading into maybe a ? Not allowed; only headings allowed are for sections. Within sections we can use
and
- . So we can list duties as
- each duty with its description.
We need to preserve all details inside each duty. For each duty heading (e.g., "Research") we can make a
- with bold heading? Not required but we can keep the heading as plain text inside li.
We must not invent or summarize away detail. So we need to keep the full sentences.
Let's extract content.
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."
That's the job summary.
Now 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: (just that phrase)
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
Pay:
- 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: $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
Benefits:
- BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. (maybe not benefit)
- 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-being.
- 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.
We should keep the sentences exactly as in the posting. Let's copy them:
From posting:
"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-being. 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."
Also earlier: "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."
That's "About Us" section. Might be considered boilerplate? It's not EEO but it's generic company description. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This "About Us" is not explicitly listed as boilerplate, but it's generic marketing. However, it's substantive? It's not about the role. The instruction says "Prefer a few substantive sections over many thin ones." The About Us is not about the role; maybe we should exclude it because it's not specific to the job. The instruction: "include a section ONLY when the posting has real, specific content for it". The About Us is not specific to the job; it's generic company info. So we should omit it.
Thus Benefits section should include only the ESOP/Total Rewards description.
Now we need to output HTML fragment only.
Structure:
About the role
...
Responsibilities
- . For prose use
. For headings use
. We must remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. So we should strip the "Equal Opportunity Employer..." etc. Also remove "Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more !" maybe keep the benefits description but remove the click here link? The instruction: remove duplicated lines, but we can keep the descriptive text about ESOP and Total Rewards as benefits. However, the "Click here to find out more !" is likely a link/instruction; we should remove that as it's application instruction? It's not exactly application instruction but it's a call to action; maybe treat as boilerplate. Safer to remove that sentence. Keep the description of ESOP and Total Rewards. Also remove "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." That's part of Pay section; we keep it. We need to include all duties: Research, Tax Compliance, Tax Consulting, Tax Controversy, Tax Specialization, Tax Related Software, Strategy Development, Other duties as required, Supervisory Responsibilities. We need to preserve bullet-like content but we can turn each duty heading into maybe a
? Not allowed; only headings allowed are
for sections. Within sections we can use
and
- . So we can list duties as
- each duty with its description. We need to preserve all details inside each duty. For each duty heading (e.g., "Research") we can make a
- with bold heading? Not required but we can keep the heading as plain text inside li.
We must not invent or summarize away detail. So we need to keep the full sentences.
Let's extract content.
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."
That's the job summary.
Now 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: (just that phrase)
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
Pay:
- 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: $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
Benefits:
- BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. (maybe not benefit)
- 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-being.
- 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.
We should keep the sentences exactly as in the posting. Let's copy them:
From posting:
"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-being. 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."
Also earlier: "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."
That's "About Us" section. Might be considered boilerplate? It's not EEO but it's generic company description. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. This "About Us" is not explicitly listed as boilerplate, but it's generic marketing. However, it's substantive? It's not about the role. The instruction says "Prefer a few substantive sections over many thin ones." The About Us is not about the role; maybe we should exclude it because it's not specific to the job. The instruction: "include a section ONLY when the posting has real, specific content for it". The About Us is not specific to the job; it's generic company info. So we should omit it.
Thus Benefits section should include only the ESOP/Total Rewards description.
Now we need to output HTML fragment only.
Structure:
About the role
...
Responsibilities
- . So we can list duties as