Expat Tax Advisor – Seasonal

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

📋 Description

• Cultivate client relationships and deliver 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 precise tax returns for U.S. taxpayers.

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

• Provide tax-related information and feedback to clients, escalating unresolved issues to management.

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

• Investigate ambiguous tax issues utilizing internal resources.

• Participate in paid training sessions and engage in ongoing professional development.

• Expand knowledge of foreign tax and financial systems to enhance the client experience.

• Review business and tax publications as advised by management.

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

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

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

⛳️ Requirements

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

• Ability to articulate tax and financial advice clearly and effectively in various situations, including public speaking engagements.

• Quick learner with the ability to ask insightful questions.

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

• Previous experience in customer service.

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

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

• Minimum of 1 year of related work experience.

• Exceptional oral, written, and interpersonal communication skills.

• Proficiency in multiple languages for effective communication.

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

🏝️ Benefits

• Comprehensive paid training at the beginning of the assignment.

• Ongoing professional education provided by the company.

• Competitive compensation.

• 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 incentive compensation or short-term incentive plans.