Expat Tax Advisor – Seasonal

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

📋 Description

• Build and nurture client relationships while delivering top-notch U.S. tax preparation, planning, and audit representation services to U.S. expat clients via a virtual tax platform.

• Conduct thorough tax interviews and evaluate international tax matters to ensure the preparation of complete and precise tax returns for U.S. taxpayer clients.

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

• Provide clients with tax information and constructive feedback regarding tax preparation, and escalate unresolved issues to management.

• Collaborate with client relationship professionals to finalize tax returns and offer filing instructions for electronic or mailed submissions to the Internal Revenue Service or State Department of Revenue.

• Research ambiguous tax issues utilizing internal resources.

• Participate in paid training sessions and engage in ongoing continuing education.

• Enhance client experiences by developing an understanding of foreign tax and financial systems.

• Review business and tax publications as suggested by management.

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

• Leverage global experience, education, or insights to establish rapport and deliver services to clients in designated countries.

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

⛳️ Requirements

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

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

• Prior experience in customer service.

• At least one year of relevant work experience.

• Capability to communicate tax and financial advice clearly and effectively with the public across various situations, including public speaking engagements.

• Quick learner with the ability to ask pertinent questions.

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

• Proficiency in Outlook and Microsoft Suite applications, including potential virtual tools.

• Exceptional oral, written, and interpersonal communication skills.

• Proficiency in multiple languages is preferred.

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

🏝️ Benefits

• Comprehensive paid training at the beginning of the assignment.

• Continuous education opportunities provided by the company.

• Competitive compensation package.

• Medical and prescription drug coverage 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.

• Possible eligibility for incentive compensation or short-term incentive plans.