Expat Tax Advisor – Seasonal

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

📋 Description

• Build and maintain relationships with clients while delivering U.S. tax preparation, planning, and audit representation services to U.S. expatriate clients via a virtual tax platform.

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

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

• Offer tax information and insights to clients regarding tax preparation and escalate unresolved issues to management.

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

• Investigate ambiguous tax issues utilizing internal resources.

• Acquire a comprehensive understanding of foreign tax and financial systems to improve the client experience.

• Stay updated by reading recommended business and tax publications as advised by management.

• Assist in integrating acquired clients into the H&R Block brand.

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

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

⛳️ Requirements

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

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

• At least 1 year of relevant work experience.

• Prior experience in customer service.

• Proficient in articulating tax and financial advice clearly and effectively in various situations, including public speaking engagements.

• Quick learner with a propensity to ask questions.

• Strong time management abilities, including multitasking, prioritization, and effective time management in a fast-paced environment.

• Familiarity with Outlook and Microsoft Suite applications, including virtual tools.

• Exceptional oral, written, and interpersonal communication skills.

🏝️ Benefits

• Comprehensive paid training at the beginning of the assignment.

• Continuous education opportunities provided by the company.

• Competitive salary.

• Extensive benefits package.

• 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 Prep benefit.

• Potential for additional earnings through incentive compensation or short-term incentive plans.