Expat Tax Advisor, Seasonal

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

📋 Description

• Build and nurture 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 assess international tax matters to prepare thorough 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 insights, escalating unresolved issues to management.

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

• Investigate ambiguous tax issues utilizing internal resources.

• Participate in compensated training and engage in continuous educational opportunities.

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

• Review business and tax publications as suggested by management.

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

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

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

⛳️ Requirements

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

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

• A minimum of 1 year of related work experience.

• Previous experience in customer service.

• Ability to convey tax and financial advice clearly and effectively to the public in various scenarios, including public speaking engagements.

• Quick learner with a proactive approach to asking questions.

• Strong time management abilities, including the capacity to handle multiple tasks, prioritize effectively, and manage time efficiently in a fast-paced environment.

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

• Excellent oral, written, and interpersonal communication skills.

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

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

🏝️ Benefits

• Comprehensive paid training at the beginning of the assignment.

• Continuous education programs provided by the company.

• Competitive salary.

• Extensive benefits 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.

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