• Manage global mobility engagements end-to-end
• Review inbound/outbound U.S. and state income tax returns
• Review tax equalizations, hypothetical tax calculations, and cost projections
• Conduct entrance and exit interviews with assignees
• Coordinate engagement setup for compliance season
• Allocate resources and staff appropriately
• Manage client expectations and ensure timely service delivery
• Handle billing for completed projects
• Structure foreign assignments and apply tax treaties
• Implement payroll/shadow payroll and totalization agreements
• Meet foreign disclosure requirements
• Optimize assignment costs for mid-market clients
• Provide candid feedback and detailed review notes to team members
• Offer stretch assignments and shadowing opportunities
• Deliver tax technical training to staff
• Build relationships with international member firms to deliver global programs
• Develop strategic planning solutions for small to mid-size mobility programs

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