Global Mobility Tax Senior
Plante Moran
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Join our dynamic Global Mobility Services team as a Global Mobility Tax Senior. In this role, you will play a key part in ensuring compliance with tax regulations and optimizing tax processes for employees on international assignments. You will be instrumental in overseeing the tax aspects of international mobility and ensuring that employees experience seamless transitions when relocating across countries.
Your role.
Your work will include, but not be limited to:
- Manage global mobility engagements for U.S. Expats working outside the U.S. or Foreign Nationals working in the U.S., including:
- Build and maintain client relationships and proactively manage the client deliverable
- Review US federal and state income tax returns
- Review of tax equalizations, hypothetical tax calculations, and cost projections
- Conduct exit and entrance interviews with assignees
- Provide consulting advisory services on foreign assignments, tax treaty applications, and more
- Develop, coordinate, and supervise projects of tax staff and interns
- Take active role in practice development by promoting GMS services internally and externally
The qualifications.
- 4+ years recent experience in public accounting, specializing in global mobility tax
- Demonstrated skills in the areas identified in job description above.
- Bachelor's degree
- CPA preferred. In lieu of CPA an EA or JD is required
- Position may be filled as a Senior or Manager based on experience level.
- Qualified individuals must either reside in or near the Southeast Michigan, West Michigan, Denver, or Chicago area or be willing to relocate to these areas for this opportunity.
Key Responsibilities
Engagement Management
- As part of the engagement team, the global mobility senior will:
- Prepare and detail review inbound/outbound U.S. and state income tax returns.
- Prepare and detail review tax equalizations, hypothetical tax calculations, and cost projections.
- Conduct entrance and exit interviews with assignees.
- Support payroll teams with cross-border tax withholding and reporting.
- Research international tax issues and treaty applications.
- Maintain accurate documentation for compliance and audit purposes.
- Communicate with clients and assignees regarding tax-related inquiries.
- Collaborate with HR and finance teams to ensure proper mobility processes.
- Coordinate engagement setup for compliance season.
- Manage client expectations and ensure timely service delivery.
- Assist managers with billing for completed projects.
Consultative Advisory
- Work with managers to advise clients on:
- Structuring foreign assignments.
- Tax treaty application.
- Payroll/shadow payroll implementation.
- Totalization agreements.
- Foreign disclosure requirements.
- Assignment cost optimization strategies for mid-market clients
Self and Team Development
- Provide candid feedback and detailed review notes to preparers and interns.
- Apply feedback received with open mind to continue to develop technical and soft skills and ensure career progression.
- Accept stretch assignments and shadowing opportunities.
- Collaborate with managers to develop and deliver tax technical training to staff.
Global Collaboration & Practice Development
- Build relationships internally with Plante Moran colleagues and externally with international member firms.
- Support managers in developing strategic planning solutions for small to mid-size mobility programs.
- Prepare/review communications (memos, summaries, returns).
- Promote global mobility services internally and externally.
- Drive efficiencies through new tools, resource sharing, and team management.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field.
- CPA, EA, or CA.
- 3+ years of experience in global mobility or expatriate tax.
- Strong technical knowledge of U.S. tax law governing expatriate taxation, withholding on nonresident investors, and international disclosure requirements,
- Excellent communication, leadership, and client service skills.
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This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
What makes us different?
On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.
Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.
The specific statements above are not intended to be all-inclusive.