Expat Tax Advisor

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

📋 Description

• Build and maintain relationships with U.S. expatriate clients via a virtual tax platform.

• Prepare, organize, and deliver audit representation services for U.S. tax filings.

• Conduct tax interviews and assess international tax matters.

• Create comprehensive and precise tax returns for U.S. taxpayers located in designated countries or country groupings.

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

• Provide tax-related information and feedback to clients while forwarding unresolved issues to management.

• Collaborate with client service personnel to finalize tax returns and provide filing guidance.

• Investigate ambiguous tax matters using internal resources.

• Participate in paid initial training and ongoing educational opportunities.

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

• Review recommended business and tax publications as directed by management.

• Aid in the transition of acquired clients to the H&R Block brand.

• Utilize global experiences, education, or insights to foster connections and enhance client service.

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

• Perform additional assigned responsibilities.

⛳️ Requirements

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

• Minimum of 1 year of pertinent work experience.

• Previous experience in international tax is preferred.

• Ability to convey tax and financial guidance clearly and effectively across various settings, including public speaking engagements.

• Quick learning ability and willingness to ask questions.

• Capability to assist clients remotely using virtual tools and systems.

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

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

• Proficient oral, written, and interpersonal communication abilities.

• Proficiency in multiple languages is preferred.

• Customer service experience is preferred.

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

🏝️ Benefits

• Comprehensive paid training at the beginning of the assignment.

• Continuous educational opportunities offered by the company.

• Competitive salary.

• Medical and prescription drug benefits 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.

• Year-round employment opportunities for associates who excel in their first year.

• Remote work available through a virtual tax platform.