Expat Tax Advisor

H&R Block • UNAVAILABLE, OH

5d • Remote

About The Position

The Expat Tax Advisor works with U.S. taxpayers living in more than 150 countries, providing U.S. tax preparation, planning, and audit representation through a virtual tax platform. The role supports H&R Block’s specialized international tax practice and includes building client relationships, researching country-specific tax issues, and helping clients complete and file accurate tax returns. The position is seasonal from January through October, with year-round employment opportunities for associates who are successful in their first year. Associates attend paid training at the start of the assignment and participate in ongoing continuing education.

Requirements

• Bachelor’s degree in a related field, or equivalent through a combination of education and related work experience.
• At least 1 year of related work experience.
• Prior international tax experience.
• Circular 230 credentials (Enrolled Agent, CPA, or Attorney), or willingness to obtain them within one year of employment.
• Ability to communicate tax and financial advice clearly and effectively with the public in varied situations, including public speaking engagements.
• Ability to learn quickly and ask questions.
• Ability to serve clients remotely using virtual tools and systems.
• Effective time management skills, including handling multiple tasks, prioritizing, and managing time in a fast-paced environment.
• Effective oral, written, and interpersonal communication skills.

Nice To Haves

• Ability to communicate effectively in multiple languages.
• Customer service experience.
• Prior experience preparing taxes for U.S. expatriates.

Responsibilities

• Conduct tax interviews and analyze international tax issues to prepare complete and accurate tax returns for U.S. taxpayers in assigned countries or country groups.
• Follow internal guidelines for reviewing and referring tax returns.
• Provide clients with tax information and feedback related to tax preparation, and refer unresolved concerns to management.
• Work with client service staff to finalize tax returns and instruct clients on electronic or mailed filing with the IRS or state revenue departments.
• Use internal resources to research unclear tax issues presented by clients in assigned countries.
• Attend paid initial training and participate in ongoing company continuing education.
• Develop knowledge of foreign tax and financial systems in assigned countries to enhance the client experience.
• Read business and tax publications as recommended by management.
• Assist with transitioning acquired clients to the H&R Block brand.
• Use prior global experience, education, or insights to build rapport and provide well-rounded service to clients in assigned countries.
• Seek new clients through referrals from current clients and develop and execute client acquisition plans.
• Perform other duties as assigned.

Benefits

• Competitive pay and comprehensive benefits.
• Medical and prescription drug coverage for qualifying associates and eligible dependents.
• 401(k) Retirement Savings Plan.
• Employee Assistance Program.
• Virtual fitness center programs.
• Associate discount program.
• Business Travel Accident Insurance.
• Associate Tax Prep benefit.
• Possible participation in incentive compensation or short-term incentive plans, subject to plan terms.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level