Expat Tax Advisor – Seasonal

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

📋 Description

• Establish strong relationships with U.S. expatriate clients by delivering knowledgeable, responsive, and customized service.

• Perform thorough tax interviews and pinpoint pertinent U.S. and international tax considerations.

• Provide clients with tax information, filing requirements, next steps, and tailored recommendations.

• Address client inquiries and concerns while escalating complex or unresolved issues as needed.

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

• Adhere to quality standards and internal protocols for tax return preparation, review, escalation, and referral.

• Investigate unfamiliar or intricate tax questions using internal resources and expert guidance.

• Collaborate with Client Relationship Professionals, Tax Managers, and Expat team members throughout the tax preparation and filing process.

• Assist clients with electronic filing or other submission methods for required tax returns and documentation.

• Complete paid training and engage in ongoing education.

• Develop and maintain expertise in U.S. expatriate taxation as well as relevant foreign tax and financial systems.

• Stay updated on tax developments, technical guidance, and professional resources.

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

⛳️ Requirements

• Bachelor of Science degree in a relevant field or equivalent experience through a combination of education and related work experience.

• Minimum of 1 year related work experience.

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

• Prior customer service experience.

• Proficiency in conveying tax and financial advice clearly and effectively to the public, including during public speaking engagements.

• Capacity to learn swiftly and ask pertinent questions.

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

• Familiarity with Outlook and Microsoft Suite applications, which may include virtual tools.

• Exceptional oral, written, and interpersonal communication skills.

• Ability to communicate proficiently in multiple languages (preferred).

• Previous experience preparing taxes for U.S. expatriates (preferred).

🏝️ Benefits

• Competitive pay.

• Medical and prescription drug coverage for qualifying associates and eligible 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.

• Comprehensive paid training at the start of the assignment.

• Ongoing continuing education.

• Opportunity for continued or year-round employment based on business needs and demonstrated success.