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

Role Description

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. The role is a seasonal position (January through October).

• Conduct tax interviews and analyze international tax issues for the purpose of preparing complete and accurate tax returns for U.S. taxpayer clients.
• Follow internal guidelines for review and referral of tax returns.
• Provide tax information and feedback to clients as it relates to tax preparation and refer any unresolved client concerns to management.
• Work with client relationship professional staff to finalize tax returns and provide instructions for filing.
• Leverage internal resources to research unclear tax issues presented by clients.
• Attend robust paid training at the outset of the assignment and participate in ongoing continuing education offered by the company.
• Develop high-level knowledge of foreign tax and financial systems to enhance client experience.
• Assist in transitioning acquired clients to H&R Block brand.
• Take initiative to seek new clients by asking current clients for referrals and actively develop and execute client acquisition plans.

Qualifications

• Bachelor of Science degree in a related field or equivalent through a combination of education and related work experience.
• Ability to communicate tax and financial advice clearly and effectively with the public in various situations.
• Ability to learn quickly and ask questions.
• Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment.
• Previous customer service experience.
• Effective time management skills: ability to handle multiple tasks, prioritize, and manage time effectively in a fast-paced environment.
• Knowledge of Outlook and Microsoft Suite applications, which may include virtual tools.
• 1 year minimum related work experience.
• Excellent oral, written, and interpersonal communication skills.

Requirements

• Ability to communicate effectively in multiple languages (preferred).
• Prior experience preparing taxes for U.S. expatriates (preferred).

Benefits

• Competitive pay.
• Comprehensive benefits.
• Support for life both in and outside of work.
• Medical and prescription drug coverage for qualifying associates and their eligible dependents.
• Participation in the H&R Block Retirement Savings Plan (401(k) Plan).
• Employee Assistance Program.
• (Virtual) fitness center programs.
• Associate discount program.
• Automatic enrollment in Business Travel Accident Insurance.
• Associate Tax Prep benefit.

Pay Range

The pay range for this position is $18.41 - $27.64/Hr. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.