Expat Flex Advisor – Seasonal

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

📋 Description

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

• Evaluate expatriate tax client data to prepare thorough and precise tax returns for review by senior staff.

• Cultivate expertise in U.S. expatriate tax matters, encompassing 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 plans, 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 with the company's tax-preparation policies, procedures, and the offerings of various financial products.

• Participate in mandatory training sessions.

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

• Review business and tax literature as suggested by management.

• Carry out additional responsibilities as assigned.

⛳️ Requirements

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

• Excellent verbal and written communication abilities.

• Capacity to convey tax and financial guidance effectively with the public through phone, email, and video conferencing with expatriate clients.

• 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 featuring Health Advocate services.

• Wellbeing initiative, BetterYou, designed to foster healthy habits.

• Support for neurodiversity and caregivers for associates and their families.

• A range of discounts on everyday products and services.

• Medical Coverage (subject to additional eligibility criteria).

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

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

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

• (Virtual) fitness center programs available.

• Associate discount program.

• Business Travel Accident Insurance.

• Associate Tax Preparation benefit.