Global Mobility Specialist / Expatriate Taxation

* 9+ years international and expatriate tax experience in top-tier and Big 4 pub
lic accounting firms
* In-house resource and subject matter expert on expatriate personal tax implica
tions, global mobility employee compensation and tax compliance issues for emplo
yees on foreign assignments
* Articulate communicator experienced working with diverse ethnic and cultural p
opulations
EXPERIENCE
International Tax Specialist: "Employer name upon request" - May 06 to Present
* Coordinate Expatriate Assignment Solutions practice: prepare income tax return
s; support client programs and special projects - primary contact for ~180 clien
ts on 6 continents
* In-house expert on expatriate tax implications, global mobility employee compe
nsation and tax compliance: advisor on proactive strategies and planning for glo
bal mobility workforce
* Internal resource relative to complex global financial, tax and human resource
issues supporting 32 domestic offices and foreign affiliates representing ~72 c
ountries
* Manage the tax assistance process; communicate with clients; collaborate with
and proactively support other departments; develop program proposals and identif
y new business opportunities
* Review, research and respond to inquiries from taxing authorities and/or clien
ts
* Sales team consultant: contact prospective clients to discuss specific needs a
nd tailor solutions
* Prepare tax equalizations and hypothetical tax calculations; compare cost effi
ciencies to make recommendations for process improvements
* Assist with monthly billing for practice valued at ~$1 million annually with >
80% client retention
* Supervise employee benefit tax return process; review tax returns; oversee 2-m
ember team; respond to inquiries from tax authorities; implement new processes
* Proficient in use of leading edge technology and "best practices"
Global Mobility Specialist: Ernst & Young, LLP, Indianapolis, IN - May 01 to Apr
06
* Coordinated tax preparation process for international expatriates and foreign
nationals with U.S. and India compliance centers; conducted pre-departure briefi
ngs; requested and reviewed tax information from all sources
* Assisted international assignees with questions, problems and strategic planni
ng
* Also worked in Property Tax Compliance practice: prepared domestic property ta
x returns according to various state requirements and deadlines; resolved outsta
nding assessment issues
OTHER EMPLOYMENT
Administration/Supervisor: SELECT SPECIALTY HOSPITAL, Indianapolis, IN - 1998 to
2001
New Business Specialist: CONSECO, Indianapolis, IN - 1997 to 1998
EDUCATION
Directed Study:
International Taxation and Global Workforce Mobility - Senior Manager & Partner,
BKD, LLP
Continuing Education and Seminars:
International Tax Quarterly Conference Calls | Webcasts: Critical Tax Topics
| International Tax Training Conference, Praxity (2009 & 2010) | 2009 Indivi
dual Tax Overview, MicroMash (12/09) |
Federal Tax Practice and Procedures, CCH (01/10) | AICPA Employee Benefit Plan
Conference, AICPA (05/08) | Bisk CPE Network Tax Report, Bisk Education (2006
-2009, quarterly) |
GoFileRoom Tax Flow User Training, Thomson Tax & Accounting (07/07) | ProSyste
m fx Engagement Training, Core Tax, BKD, LLP (08/09) | Tax Staff Training, BKD
, LLP (01/07)
Applications:
GoSystem * Global Tracker * Quickplace * BNA * RIA * GoFileRoom * various propri
etary accounting software * Microsoft(R) Word, Excel, PowerPoint, Access, Outloo
k, Publisher * Lotus Notes