Associate Manager, Expat Tax

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Supervise and facilitate top-notch U.S. tax preparation, planning, and audit representation services for U.S. expatriate clients via a virtual platform.

• Manage a portfolio of U.S. expatriate clients in assigned countries, including those with delinquent filings, business owners, and high-net-worth individuals.

• Conduct initial client interviews and assess international tax matters to ensure the preparation of complete and accurate U.S. tax returns.

• Adhere to internal procedures for the review and referral of tax returns.

• Pursue new client opportunities through referrals and implement client acquisition strategies.

• Engage in the recruitment process for non-signing tax preparers.

• Guide the team towards achieving quarterly productivity and efficiency goals.

• Review team outputs and carry out meaningful performance assessments.

• Oversee tax preparation workflows to ensure deadlines are met while providing exceptional customer service.

• Research and evaluate tax positions pertinent to assigned countries in collaboration with regional leadership.

• Prepare tax returns for new clients and those with intricate tax situations when required.

• Offer tax research assistance on complex issues faced by the team.

• Cultivate knowledge of foreign tax and financial systems in assigned countries.

• Support the transition of acquired clients to the H&R Block Expat Tax Services brand.

• Establish rapport with clients leveraging global experience, education, or insights.

• Manage IRS audit engagements for clients in the specified region.

• Attend compensated initial training and ongoing continuing education sessions.

• Execute other responsibilities as assigned.

⛳️ Requirements

• Bachelor’s degree in a relevant field or equivalent experience through a combination of education and related work experience.

• Ability to convey tax and financial advice clearly and effectively to the public in various situations, including public speaking events.

• Capability to manage work and lead teams remotely using virtual business and collaboration tools.

• Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or a commitment to obtain them within one year of employment.

• Proven leadership abilities with a genuine desire to assist others in achieving success.

• Strong time management skills, with the capacity to handle multiple tasks, prioritize effectively, and manage time in a fast-paced environment.

• Outstanding verbal, written, and interpersonal communication skills in remote service delivery.

• Proficient in reviewing data-related reports and guiding the team towards informed actions.

• A minimum of 5 years of experience in tax preparation and/or tax research.

• Previous experience in client service or customer relationship management is preferred.

• Prior experience preparing taxes for U.S. expatriates is preferred.

🏝️ Benefits

• Competitive salary.

• Medical and prescription drug coverage for eligible associates and dependents.

• H&R Block Retirement Savings Plan (401(k) Plan).

• Employee Assistance Program.

• Virtual fitness center programs.

• Associate discount program.

• Business Travel Accident Insurance.

• Associate Tax Prep benefit.

• Comprehensive paid training at the start of the assignment.

• Ongoing continuing education provided by the company.

• Possible incentive compensation or short-term incentive plans.