Associate Manager, Expat Tax

H&R Block•Remote, OH

11d•$81,600 - $122,400•Remote

About The Position

As Associate Expat Tax Manager, you will oversee and facilitate high quality U.S. tax preparation, planning, and audit representation services to U.S. expatriate clients through a virtual platform. By leveraging coaching and effective people practices, you will lead a team of tax preparers to consistently deliver exceptional client experiences and results, while also driving the team to achieve the organization's annual revenue targets.

Requirements

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 manage work and lead people remotely using virtual business and collaboration tools
Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
Demonstrated effective leadership skills with a sincere desire to help others achieve success
Effective time management skills: the ability to handle multiple tasks, prioritize, and manage time effectively in a fast-paced environment?
Excellent verbal, written, and interpersonal communication skills through remote serviec offerings
Proficiency in reviewing data-related reports and driving informed actions with the team
5 years of experience in tax preparation and/or tax research

Nice To Haves

Prior experience in client service or customer relationship management
Prior experience preparing taxes for U.S. expatriates

Responsibilities

Manage a book of business for U.S. expatriate clients in devoted countries, including delinquent filers, business owners, and high-net worth individuals
Conduct new client interviews and analyze international tax issues for the purpose of preparing complete and accurate tax returns for U.S. taxpayer clients located in a select country or grouping of countries
Follow internal guidelines for review and referral of tax returns
Take initiative to seek new clients by asking current clients for referrals; actively develop and execute client acquisition plans
Participate in hiring decision-making for non-signing tax preparers in devoted work group and manage team towards quarterly productivity and efficiency targets
Review and provide feedback on work completed by team and conduct meaningful performance evaluations
Manage overall tax preparation workflow to ensure timelines are met and the highest degree of customer service is provided
Work with regional leadership to research and analyze tax positions relevant to dedicated countries
When necessary, prepare tax returns for new clients and clients with complex tax issues
Provide functional tax research support with respect to complex issues encountered by team of non-signing tax preparers in devoted work group
Attend robust paid training at the outset of the assignment and participate in ongoing continuing education offered by the company
Develop a working knowledge of foreign tax and financial systems in devoted country/countries in order to enhance client experience
Assist in transitioning acquired clients to H&R Block Expat Tax Services 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
Handle Internal Revenue Service (IRS) audit engagements for clients in dedicated region
Other duties as assigned