US Tax Advisory

Cross-border tax.
Simplified.

Specialized US tax advisory for globally mobile employees — ensuring compliance in both home and host countries.

Tax Services

9 tax services.
Every assignment.

Each global assignment in the platform automatically generates the required tax service checklist based on home-host country pair.

Certificate of Coverage

Social security totalization agreement certificates to prevent dual contributions and protect employee benefits across jurisdictions.

Home Income Tax

Filing and compliance for the assignee's home country tax obligations throughout the duration of the assignment.

Host Income Tax

Host country income tax registration, filing, and compliance management aligned with local regulations.

Home Social Security

Maintaining social security contributions and entitlements in the home country during international assignments.

Host Social Security

Managing host country social security obligations, exemptions, and coordination with bilateral agreements.

Tax Briefings

Pre-departure and arrival tax briefings for assignees — covering obligations, timelines, and documentation for both jurisdictions.

Tax Residence Certificates

Home and host country tax residency documentation for treaty benefit claims and dual-taxation prevention.

Tax Equalization

Hypothetical tax calculations and equalization adjustments ensuring assignees are no better or worse off due to the assignment.

Year-End Reporting

Consolidated year-end tax reporting, shadow payroll reconciliation, and audit-ready documentation across jurisdictions.

Compliance Areas

Deep expertise.
Broad coverage.

Our US tax advisory covers the full spectrum of cross-border tax complexity.

Individual Tax

Comprehensive individual tax compliance for US inbound and outbound assignees.

  • Federal & state filing obligations
  • Foreign tax credit optimization
  • Foreign earned income exclusion
  • FBAR & FATCA reporting
  • State tax nexus analysis

Employer Compliance

Ensuring corporate compliance with US tax obligations for international assignees.

  • Withholding & reporting (W-2, 1042-S)
  • Shadow payroll setup
  • Permanent establishment risk
  • Transfer pricing considerations
  • State registration requirements

Treaty & Planning

Strategic tax planning leveraging bilateral treaties and international tax law.

  • Tax treaty analysis & application
  • Totalization agreement management
  • Assignment structure optimization
  • Short-term vs long-term planning

Equity & Compensation

Cross-border treatment of equity awards and complex compensation structures.

  • Stock option & RSU taxation
  • Sourcing & allocation rules
  • Deferred compensation (409A)
  • Multi-jurisdiction reporting

Why MobilitySQR

Tax advisory,
reimagined.

Three reasons global mobility teams choose us for US tax.

01

Tech-Enabled

Every tax service is tracked in the platform with vendor assignments, target dates, and real-time status — not buried in email threads.

02

Integrated

Tax services are part of the complete mobility lifecycle — connected to immigration, relocation, and expense data in one platform.

03

Experienced

Founded by a leader with PwC and Deloitte heritage, our advisory team brings Big Four rigor to every engagement.

Get Started

Let's talk
tax.

Connect with our US tax advisory team to discuss your global mobility tax challenges.

Schedule a Consultation