H&R Block is a leading tax preparation and financial services company with a rich history and a commitment to helping clients. They are seeking a Seasonal Expat Tax Advisor to develop client relationships and provide high-quality U.S. tax preparation and planning services to U.S. expat clients through a virtual platform.
Conduct tax interviews and analyze international tax issues for the purpose of preparing complete and accurate tax returns for U.S. taxpayer clients based in a particular country or grouping of countries
Follow internal guidelines for review and referral of tax returns
Provide tax information and feedback to clients as it relates to tax preparation and refer any unresolved client concerns to management
Work with client service professional staff to finalize tax returns and provide instruction so client can either file tax returns electronically or mail in tax returns to the Internal Revenue Service or State Department of Revenue
Leverage internal resources to research unclear tax issues presented by clients in devoted country/countries
Attend robust paid training at the outset of the assignment and participate in ongoing continuing education offered by the company
Develop high-level knowledge of foreign tax and financial systems in devoted country/countries in order to enhance client experience
Read other business and tax publications as recommended by management
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
Take initiative to seek new clients by asking current clients for referrals and actively develop and execute client acquisition plans
Perform other duties, as assigned
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
Ability to learn quickly and ask questions
Previous customer service experience
Effective time management skills: the ability to handle multiple tasks, prioritize, and manage time effectively in a fast-paced environment
Knowledge of Outlook and Microsoft Suite applications, which may include virtual tools
1 year minimum related work experience
Excellent Oral, written, and interpersonal communication skills
Preferred
Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
Foreign language skills
Prior experience preparing taxes for U.S. expatriates
Benefits
Robust paid training
Ongoing continuing education
Competitive compensation and benefits to support your health and well-being
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.
