Expat Tax Advisor, PT

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

📋 Description

• Establish and nurture trusted relationships with U.S. expatriate clients throughout the tax preparation journey.

• Conduct in-depth tax interviews to identify both U.S. and international tax considerations.

• Effectively communicate tax information, filing requirements, subsequent steps, and recommendations.

• Respond to client inquiries and escalate complex or unresolved issues as necessary.

• Analyze client data and international tax matters to accurately prepare U.S. federal and state income tax returns.

• Adhere to quality standards and internal guidelines for the preparation, review, escalation, and referral of tax returns.

• Research unfamiliar or complex tax inquiries using internal resources and expertise in the subject matter.

• Assist clients with the electronic filing or submission of required tax returns and documentation.

• Collaborate with Client Relationship Professionals, Tax Managers, and members of the Expat team.

• Participate in paid training and engage in ongoing education opportunities.

• Stay updated on U.S. expatriate taxation and relevant foreign tax and financial systems.

• Contribute to client retention, referrals, acquisition initiatives, and the growth of the Expat client base.

⛳️ Requirements

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

• Strong ability to convey tax and financial advice clearly and effectively to the public in various situations, including public speaking engagements.

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

• Outstanding interpersonal skills, encompassing both oral and written communication.

• Minimum of 2 years of related work experience.

• Proficiency in multiple languages is preferred for effective communication.

• Previous customer service experience is preferred.

🏝️ Benefits

• Medical and prescription drug coverage for eligible associates and their 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 Preparation benefit.

• Comprehensive benefits package.

• Paid training at the start of the assignment.

• Continuous education opportunities.