Global Equity Services

GlobalEquityServices

Specialist equity compensation advisory covering tax implications, sourcing calculations, compliance, and share plan design for internationally mobile employees.

Equity, Compliantly Managed
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Overview

Equity,CompliantlyManaged

Equity awards including stock options, RSUs, and employee stock purchase plans create complex cross-border tax, reporting, and sourcing challenges when employees move between jurisdictions.

Organisations and assignees without specialist equity tax support risk incorrect income sourcing, missed reporting obligations, and compliance exposure across multiple jurisdictions simultaneously.

WEchartered provides end-to-end global equity services covering tax implications, sourcing calculations, employer reporting, and share plan design for internationally mobile employees.
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Industries We Serve

Who We Work With

Banking & Financial Services

Banking and Finance

Equity award taxation and sourcing calculations for banks with internationally mobile leadership and bonus structures.

Tech

Technology and IT

RSU and stock option tax advisory for technology companies with large cross-border equity compensation programmes.

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Multinational Corporations

End-to-end global equity compliance for multinationals managing equity awards across large internationally mobile populations.

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Listed Companies

Share plan design and valuation support for listed entities with employee equity incentive programmes.

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Private Equity

Management equity structuring and tax advisory for PE-backed entities with cross-border leadership compensation.

Professional Services

Professional Services

Equity award tax and reporting support for professional services firms with globally mobile partner compensation.

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How We Help

Equity Complexity, Resolved

We manage the tax, sourcing, and compliance dimensions of equity compensation for internationally mobile employees, covering employer and employee reporting, share valuations, and plan design.

From cross-border sourcing calculations and social security implications to the Global Equity Mobility Solution and rewards matrix, our team provides coordinated, technically grounded support.

Equity Complexity, Resolved
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Why WEchartered

Why Choose Our Global Equity Team

End-to-end global equity expertise covering taxation, sourcing, reporting, and plan design for organisations and internationally mobile employees.

Sourcing Precision

Accurate cross-border income sourcing apportioning equity income correctly across every jurisdiction involved.

Plan Design Experts

Tax-efficient share plan structures designed for cross-border workforces with multi-jurisdiction regulatory requirements.

Reporting Managed

Employer and employee reporting obligations coordinated across all relevant countries and tax authorities.

Mobility Integrated

Equity compliance coordinated with broader assignment management through our Global Equity Mobility Solution.

Why Choose Our Global Equity Team
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CASE STUDIES

Real-world examples of our work and impact.

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Private Equity Fund Firm in the USA

A US-based private equity fund firm managing multiple portfolio companies approached WEchartered to improve its portfolio monitoring and financial oversight capabilities.

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A CPA / Accounting Business in Australia

A well-established CPA and accounting services firm based in Australia approached WEchartered to address operational challenges caused by a shortage of skilled accounting professionals.

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An Influencer Funding Firm in the USA

A rapidly growing influencer funding firm in the United States approached WEchartered to improve the efficiency of its outreach and lead discovery operations.

Frequently Asked Questions

Internationally mobile employees with equity awards face taxation across multiple jurisdictions depending on where they were employed during the vesting period. Different countries apply varying rules on the timing of tax events, applicable rates, and employer withholding obligations, creating significant complexity.
Income sourcing determines what proportion of an equity award is taxable in each jurisdiction an employee worked in during the vesting period. Accurate sourcing is essential to correctly apportion tax liability between countries and avoid double taxation or under-reporting of income.
Employers are typically required to report equity award income in payroll, withhold applicable taxes at the vesting or exercise event, file returns disclosing equity compensation, and in some jurisdictions notify tax authorities of share plan participants and award details.
An Employee Share Plan is a structured programme allowing employees to receive or purchase company shares as part of their compensation. Effective plan design considers tax efficiency across relevant jurisdictions, regulatory requirements, share valuation, and alignment with the organisation's reward strategy.
Share valuations determine the fair market value of shares at a specific date, typically the grant, vesting, or exercise event, for tax computation and reporting purposes. Valuations must be prepared in accordance with applicable tax authority requirements and are essential for accurate equity award taxation.
The Global Equity Mobility Solution manages the tax and financial complexities of equity-based compensation for internationally mobile employees, covering sourcing calculations, cross-border tax compliance, employer reporting, and a global equity rewards matrix to coordinate obligations across all relevant jurisdictions.
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CONTACT US

Let's Start a Conversation

Have a question or need expert guidance? Our India team is ready to help you navigate financial complexity, compliance challenges, and business growth opportunities. Reach out and let us find the right solution for you.

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