Expat Tax Advisor - PT

H&R Block

8d • $18 - $28 • Remote

About The Position

As a representative of H&R Block Expat Tax Services, you are responsible for developing client relationships and providing 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.

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
• 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

Nice To Haves

• Ability to communicate in multiple languages
• Customer service experience

Responsibilities

• Develop client relationships and providing 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.

Benefits

• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

What This Job Offers

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