Expat Tax Advisor – Seasonal

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

📋 Description

• Establish and nurture trusted relationships with U.S. expatriate clients by providing knowledgeable, responsive, and tailored service.

• Conduct thorough tax interviews and recognize pertinent U.S. and international tax aspects.

• Effectively communicate tax details, filing requirements, next steps, and recommendations.

• Address client inquiries and concerns, escalating complex or unresolved issues as necessary.

• Analyze client data and international tax considerations to prepare accurate U.S. federal and state income tax returns.

• Adhere to quality standards and internal protocols for tax return preparation, review, escalation, and referral.

• Investigate unfamiliar or complex tax queries and determine appropriate solutions using available resources.

• Collaborate with Client Relationship Professionals, Tax Managers, and Expat team members throughout the tax preparation and filing process.

• Assist clients with electronic filing or other submission processes for tax returns and related documents.

• Participate in paid training and ongoing continuing education initiatives.

• Develop and maintain expertise in U.S. expatriate taxation as well as relevant foreign tax and financial systems.

• Stay updated on tax-related developments, technical guidance, and professional resources.

• Support initiatives for client retention, growth, referrals, and acquisition.

• Contribute to a collaborative, virtual, fast-paced, and deadline-oriented team environment.

⛳️ Requirements

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

• A minimum of 1 year of relevant work experience.

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

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

• Capacity to learn rapidly and ask pertinent 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 environment.

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

• Excellent oral, written, and interpersonal communication abilities.

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

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

🏝️ Benefits

• Competitive compensation.

• 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 Preparation benefit.

• Comprehensive benefits package.

• Paid training at the start of the assignment.

• Ongoing continuing education opportunities.

• Potential for continued or year-round employment based on business needs and demonstrated performance.