Expat Tax Advisor – Seasonal

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

📋 Description

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

• Conduct tax interviews and assess 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 feedback, and escalate unresolved issues to management.

• Collaborate with client relationship professionals to finalize tax returns and offer filing instructions.

• Investigate ambiguous tax issues using internal resources.

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

• Enhance client experience by developing knowledge of foreign tax and financial systems.

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

• Leverage global experience, education, or insights to establish rapport with clients and deliver comprehensive service for assigned countries.

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

⛳️ Requirements

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

• Minimum of 1 year of relevant work experience.

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

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

• Quick learner with the ability to ask pertinent questions.

• Prior experience in customer service.

• Excellent time management skills, with the ability to handle multiple tasks, prioritize effectively, and manage time in a fast-paced environment.

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

• Outstanding 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 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.

• Incentive compensation or short-term incentive programs may offer additional earnings.