Associate Manager, Expat Tax

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

📋 Description

• Supervise and facilitate the preparation, planning, and audit representation of U.S. taxes for expatriate clients via a virtual platform.

• Lead a team of tax preparers by utilizing coaching techniques and effective people management practices.

• Manage a portfolio of U.S. expatriate clients in designated countries, including those who are delinquent filers, business owners, and high-net-worth individuals.

• Conduct interviews with new clients and assess international tax issues to ensure the preparation of complete and accurate tax returns.

• Adhere to internal guidelines for reviewing and referring tax returns.

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

• Take part in hiring decisions for non-signing tax preparers.

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

• Review team outputs and conduct meaningful performance evaluations.

• Oversee the tax preparation workflow to meet deadlines while delivering exceptional customer service.

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

• Prepare tax returns for new clients and for those with complex tax issues as required.

• Provide tax research support for complex issues faced by the team.

• Enhance knowledge of foreign tax and financial systems in assigned regions.

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

• Establish rapport and deliver comprehensive service drawing on global experience, education, or insights.

• Manage Internal Revenue Service (IRS) audit engagements for clients within the assigned region.

• Perform additional duties as assigned.

⛳️ Requirements

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

• Ability to convey tax and financial advice clearly and effectively in diverse situations, including public speaking engagements.

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

• Possession of Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willingness to obtain these within one year of employment.

• Proven leadership skills with a commitment to helping others succeed.

• Effective time management skills, including the ability to juggle multiple tasks, prioritize effectively, and manage time in a fast-paced setting.

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

• Proficiency in analyzing data-related reports and driving informed actions with the team.

• 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 their dependents.

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

• Access to the Employee Assistance Program.

• (Virtual) fitness center programs available.

• Associate discount program.

• Business Travel Accident Insurance.

• Associate Tax Preparation benefit.

• Comprehensive paid training provided at the start of the assignment.

• Ongoing continuing education opportunities offered by the company.

• Potential for incentive compensation or short-term incentive plans.