Global Mobility Tax Services

Not only are tax codes around the globe notoriously complex, but individuals may be subject to more than one jurisdiction. Getting it wrong can be painful and very costly. We can help ease the pain.

Ensuring a Smooth Transition for Mobile Employees

Managing the tax planning and compliance aspects of doing business globally can be complex and time consuming. At The Wolf Group, we specialize in international assignment tax planning and compliance for multinational corporations and their employees. Mobile employees may include:

  • Employees on international assignment
  • International and domestic business travelers
  • Permanent transfers (indefinite and temporary)

We provide a broad range of services that allow our clients and their employees to concentrate on their business rather than the peculiarities of mobile employee tax matters.

Employer Services

  • Home and host country tax orientations
  • Home and host country tax return preparation and compliance
  • Tax notice support
  • Hypothetical tax calculations
  • Tax reimbursement calculations (e.g., tax equalization settlements)
  • Policy and program development for long- or short-term international assignments
  • Policy and program development for frequent business travelers
  • Policy and program development for permanent transfers
  • Assistance in determining the best option for tax reimbursements (tax gross-up methodologies, tax equalization, tax protection, hybrid methods, etc.)
  • Tax reimbursement policy development and review
  • Tax handbook establishment and review
  • Structuring and planning of individual employee assignments (short- or long-term)
  • Structuring and planning of other types of mobile deployment
  • Cost comparisons for employee assignment options
  • Tax cost-projection calculations and modeling
  • Assignment budgeting and tax accrual set-up, and periodic true-up, as required
  • Review of international assignment packages
  • Planning for expatriation and repatriation
  • Tax treaty consultation
  • International payroll consulting and implementation
  • Set-up of U.S. payroll, host shadow payroll, and/or local host payroll
    • Determination of taxability
    • Determination of withholding requirements
    • Tax gross-up assistance
  • Facilitation of host shadow payroll (ongoing administration support)
  • Tax-efficient compensation structuring
  • Global compensation collection and reporting
  • Net-to-gross, gross-to-net pay calculations
  • Tax gross-up calculations and support – program based
  • Equity reporting in multiple jurisdictions (domestic and/or international), including
    • Sourcing calculations
    • Tax withholding requirements and calculations
  • 990 expatriate benefits reporting for nonprofit organizations
  • Facilitation of payment of host country tax liabilities
  • Global mobility educational support
  • Global mobility outsourcing support
  • FACTA signatory reporting support
  • Annual proxy statement reporting for executive level expatriates
  • Certificate of Coverage/A-1 application support
  • Global pension consulting as it relates to mobility assignments
  • Third-country national support/coordination of tax services outside the U.S.
  • Tax equalization settlement tracking and collection services

Employee Services

  • Review of international assignment packages
  • Tax planning (structuring a move domestically or internationally)
  • Home and host country tax projections and modeling
  • Net pay calculations
  • Estimated income tax calculations
  • Home and host country tax orientation and counseling
  • W-4 support
  • Registration with revenue authorities on arrival and departure
  • U.S. first-year election support (minimization of U.S. tax liabilities)
  • Guidance on global taxation of equity awards
  • Tax planning for equity award events (e.g., grants, vesting, exercises, and dispositions)
  • Tax residency determination support
  • Consulting on home or host country pensions, social security, and gift and estate tax
  • Tax planning for foreign tax credit carrybacks and carryforwards
  • Income tax return preparation in home and host countries
  • Annual tax equalization, tax protection, and tax reimbursement calculations
  • Assistance with tax notices from taxing authorities
  • Guidance on global taxation of equity awards
  • Tax planning for equity award events (e.g., grants, vesting, exercises, and dispositions)
  • Consulting on home or host country pensions, social security, and gift and estate tax
  • Review of previously filed returns and tax equalization settlements for errors and omissions
  • Income tax return preparation in home and host countries
  • Review of previously filed returns and tax equalization settlements for errors and omissions
  • Estimated income tax calculations
  • Tax planning for foreign tax credit carrybacks and carryforwards
  • Quality assurance review of tax equalization settlements and returns prepared by other tax vendors

3rd Party Mobility Provider Services

We provide a range of support to third-party mobility providers, including relocation management companies (RMCs), immigration providers, global vendor payment companies, destination services providers, and others.

  • Education seminars for staff and for clients
  • Global compensation collection and reporting assistance for relocation management companies and third-party payment vendors
  • International payroll and foreign payroll tax remittance
  • Domestic and international tax gross-up support
  • Tax consulting and compliance (direct client support)

Tax Return & Compliance Services Global Business Tax Solutions FBAR Assistance Exit Tax Planning Retirement Planning

Upcoming Tax Seminars

There are no upcoming events at this time.

To contact us, call 703.502.9500.

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