Expat Tax Advisor – Seasonal

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

📋 Description

• Build and maintain client relationships 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 matters to ensure the preparation of complete and accurate tax returns for U.S. taxpayer clients.

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

• Offer tax information and insights to clients, escalating unresolved issues to management as necessary.

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

• Investigate ambiguous tax issues utilizing internal resources.

• Participate in compensated initial training and engage in ongoing continuing education.

• Enhance client experience by developing a comprehensive understanding of foreign tax and financial systems.

• Read recommended business and tax literature as advised by management.

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

• Leverage global experiences, education, or insights to cultivate rapport and deliver well-rounded service to clients in designated countries.

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

⛳️ Requirements

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

• Minimum of 1 year of relevant work experience.

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

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

• Quick learner with the ability to ask questions.

• Previous experience in customer service.

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

• Proficiency in Outlook and Microsoft Suite applications, which may include virtual tools.

• Exceptional oral, written, and interpersonal communication abilities.

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

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

🏝️ Benefits

• Comprehensive paid training at the beginning of the assignment.

• Ongoing continuing education 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.