Expat Flex Advisor – Seasonal

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

📋 Description

• Assist tax advisors and senior tax personnel in delivering U.S. tax services to American citizens and residents residing abroad.

• Evaluate expatriate tax client information to produce comprehensive and precise tax returns for review by senior staff.

• Cultivate knowledge in U.S. expatriate tax matters, including tax treaties, foreign tax credits, income and housing exclusions, overseas self-employment, international social security, foreign bank account reporting, FATCA, PFIC taxation, income sourcing, state tax residency, offshore disclosure programs, streamlined compliance, foreign retirement arrangements, foreign trusts, foreign rentals, foreign limited entities, and the relinquishment of U.S. citizenship or green card status.

• Investigate ambiguous tax issues utilizing internal resources.

• Stay updated on company tax-preparation policies, procedures, and the range of other financial products offered.

• Participate in necessary training sessions.

• Acquire knowledge of foreign tax and financial systems in designated countries to improve client experiences.

• Review business and tax publications as advised by management.

• Perform additional duties as required.

⛳️ Requirements

• Associate’s Degree in accounting or a minimum of 2 years of tax preparation or related tax experience.

• Excellent verbal and written communication abilities.

• Capability to convey tax and financial advice effectively and clearly to clients via phone, email, and video conferencing.

• Previous experience working with expatriate tax clients is preferred.

• Circular 230 credential, such as EA, CPA, or JD, is preferred.

• Proficiency in foreign languages is preferred.

🏝️ Benefits

• Employee Assistance Program with Health Advocate.

• Wellbeing program, BetterYou, to support healthy habit formation.

• Neurodiversity and caregiver support for associates and their families.

• Various discounts on everyday items and services.

• Medical Coverage (subject to additional eligibility requirements).

• 401k Retirement Savings Plan (subject to additional eligibility requirements).

• Employee Stock Purchase Plan (subject to additional eligibility requirements).

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

• (Virtual) fitness center programs.

• Associate discount program.

• Business Travel Accident Insurance.

• Associate Tax Prep benefit.