H&R Block is dedicated to providing help and inspiring confidence in clients and communities. As an Expat Tax Advisor, you will develop client relationships and provide high-quality U.S. tax preparation and planning services to U.S. expat clients through a virtual platform, while managing a significant number of client engagements during the tax season.
Develop client relationships and provide high-quality U.S. tax preparation, planning, and audit representation services to U.S. expat clients through a virtual tax platform
Analyze tax information provided by expatriate tax clients to prepare complete and accurate tax returns for U.S. taxpayer clients
Follow internal guidelines for review and referral of tax returns
Manage engagements of 275-600 expat tax clients during the tax season while maintaining high levels of customer satisfaction
Assist clients that are out of compliance with their U.S. income tax and account reporting requirements to participate in disclosure programs offered by the IRS
Leverage internal resources to resolve unclear tax issues presented by clients
Assist in transitioning acquired clients to H&R Block brand
Develop or leverage prior global experience, education, or insights to build rapport and provide a well-rounded service to clients in devoted country/countries
Remain current with company policies and procedures related to tax preparation and offering other financial products
Attend training required for the position
Develop high-level knowledge of foreign tax and financial systems in devoted country/ countries to enhance client experience
Read other business and tax publications, as recommended by management
Qualification
Required
Bachelor's degree in a related field or the equivalent through a combination of education and related work experience
Ability to communicate tax and financial advice clearly and effectively with the public in a variety of situations including but not limited to public speaking engagements
Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
Excellent interpersonal skills to include oral and written communication
2 years minimum related work experience
Preferred
Ability to communicate in multiple languages
Customer service experience
Benefits
Medical and prescription drug coverage
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
H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.
