Senior Expat Tax Advisor
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. You are responsible for managing a client list generating between $275,000 and $550,000 in annual revenue. Day to day, you'll 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 research 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 in order to enhance client experience, and read other business and tax publications, as recommended by management.
Requirements
- Bachelor of Science 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
- 3 years minimum related work experience
- oral, written, and interpersonal communication skills
Nice To Haves
- Ability to communicate effectively in multiple languages
- Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
- Prior experience preparing taxes for U.S. expatriates
Responsibilities
- 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 research 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 in order to enhance client experience
- Read other business and tax publications, as recommended by management
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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
