People Advisory Services - Mobility - Tax Manager

Location: San Jose

Managing global workforces is increasingly complex. People Advisory Services (PAS) builds and improves organizational and individual performance, delivering a highly complex and challenging mission, especially in an ever changing working environment.  As a member of PAS, you'll be part of a team with a wide variety of experiences and a supportive environment. When you join us you will gain unique experiences and valuable knowledge working across capabilities, sectors and geographies and have the opportunity to take your career in the direction you want. 

The opportunity

Our PAS Mobility practice provides services to manage the cost and risks involved in HR plans, programs and systems related to a global workforce. We advise the part of business strategy related to people. As a Tax Manager, you'll be providing strategic tax planning recommendations to clients. You'll have the opportunity to work with global clients to address their most complex people challenges, and ultimately improve and drive sustainable business results.  

Your key responsibilities

With the Mobility Tax team, you'll join a talented group of professionals that provide individual tax planning, compliance services and advice on tax implications related to the mobility of employees as well as corporate and employment tax planning.  Our key capabilities include: Mobility Tax Compliance, Income Tax Advisory & calculations, Cross-Border Share based incentive schemes & expatriate compensation and Global and Local Employment Tax Compliance & Advisory. 

You will be engaged in complex compliance and advisory work; working with colleagues all over the globe, completing tax returns, reviewing/signing off, writing correspondence, providing authoritative advice/guidance, and review tax cost estimates. Directly engaging our clients is vital, be ready to question and negotiate to provide results.  

Key attributes for success

• Successful delivery of Mobility (Expatriate) Tax projects: technical excellence and practical/business driven approach to solving complex client challenges
• Provide quality US tax returns and overseas tax filings; preparing/reviewing calculations (international tax cost projections, equalization and hypothetical tax)
• Generate revenue through identifying follow-on engagement opportunities and developing lasting relationships with clients; identify potential risks and opportunities to improve processes and acquire new business; contribute to business development and client pursuit activities
• Lead workstreams from planning to implementation ' managing resources and budgets effectively
• Develop understanding of expatriate tax issues, trends and tools, and maintaining your reputation as an authoritative professional
• Managing, coaching, and developing junior resources and peers, focusing on their technical and client service skills to develop their career

To qualify for the role you must have

• A bachelor's degree in related field; MST, MAcc or JD/LLM preferred
• 5+ years relevant experience in expatriate tax: Big 4, global management consultancy firm, niche consultancy or in-house role with exposure to large-scale projects
• US Certified Public Accountant (CPA) license or active state bar membership 
• An understanding of automated tax-processing systems, as well as tax laws
• Excellent communication and negotiation skills; ability to confidently influence colleagues and clients
• Analytical approach to tax; ability to convert complex data into meaningful strategic insights
• Willingness to travel as needed, and working in a balanced hybrid environment

Ideally, you'll also have

• Exposure to US and international clients

What we look for
We're interested in professionals with the drive to take on new responsibilities and projects. You'll need the confidence to speak up with your own creative thoughts on a wide range of areas. You'll also have the opportunity to achieve your potential by being given professional development and experiences with clients across geographies. If you're keen to play a pivotal role within a highly focused expat tax team, this role is for you. 

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.