[Hiring] Expat Flex Advisor @H&R Block Management

Role Description

Play an important role on an exciting and rapidly growing new division with the world’s largest tax preparation. As a representative of H&R Block U.S. Expat Tax Services, you are responsible for supporting tax advisors and senior tax staff providing U.S. tax services to U.S. citizens and residents living outside the United States.

Day to day you'll:

• Analyze tax information provided by expatriate tax clients for the purpose of preparing complete and accurate tax returns to be reviewed by senior staff.
• Develop and harness expertise in U.S. tax issues relevant to expat clients, including:
  • Income tax treaties
  • Foreign tax credit
  • Foreign earned income and housing exclusions
  • Self-employment overseas
  • International social security coverage
  • Foreign bank account reporting
  • Foreign Account Tax Compliance Act (FATCA)
  • Passive foreign investment company taxation
  • Income sourcing rules
  • State tax residency status
  • IRS Offshore Voluntary Disclosure Program
  • IRS Streamlined Compliance Program
  • Taxation of foreign retirement arrangements
  • Foreign trust taxation
  • Foreign rental activities
  • Ownership of foreign limited entities
  • Relinquishment of U.S. citizenship or green card status
• Leverage internal resources to research unclear tax issues presented by clients.
• 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.
• Perform other duties as assigned.

Qualifications

• Associate’s Degree in accounting or 2+ years of tax preparation or similar tax experience.
• Strong verbal and written communication skills.
• Ability to communicate tax and financial advice clearly and effectively with the public in a variety of situations including but not limited to phone, email and video conference calls with expat clients.

Preferred Qualifications

• Prior experience working with expatriate tax clients.
• Circular 230 credential (e.g. EA, CPA, JD).
• Foreign language capabilities.

Benefits

• Employee Assistance Program with Health Advocate.
• Wellbeing program, BetterYou, to help you build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.

Company Description

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.

You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you’re looking to make an impact, H&R Block is the place for you.