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

Role Description

Become an international tax specialist while working with U.S. taxpayers living in over 150 countries worldwide. By joining the expat team at H&R Block, you have the opportunity to play an important role in this unique, specialized, fast-growing international tax practice with the world’s largest tax preparation company.

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.
• Conducting tax interviews and analyzing international tax issues for the purpose of preparing complete and accurate tax returns for U.S. taxpayer clients based in a particular country or grouping of countries.
• Following internal guidelines for review and referral of tax returns.
• Providing tax information and feedback to clients as it relates to tax preparation and referring any unresolved client concerns to management.
• Working with client service professional staff to finalize tax returns and provide instruction so clients can either file tax returns electronically or mail in tax returns to the Internal Revenue Service or State Department of Revenue.
• Leveraging internal resources to research unclear tax issues presented by clients in devoted country/countries.
• Attending robust paid training at the outset of the assignment and participating in ongoing continuing education offered by the company.
• Developing high-level knowledge of foreign tax and financial systems in devoted country/countries in order to enhance client experience.
• Reading other business and tax publications, as recommended by management.
• Assisting in transitioning acquired clients to H&R Block brand.
• Developing or leveraging prior global experience, education, or insights to build rapport and provide a well-rounded service to clients in devoted country/countries.
• Taking initiative to seek new clients by asking current clients for referrals and actively developing and executing client acquisition plans.
• Other duties, as assigned.

Qualifications

• 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.
• Ability to learn quickly and ask questions.
• Ability to serve clients remotely using virtual tools and systems.
• Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment.
• Effective time management skills: the ability to handle multiple tasks, prioritize, and manage time effectively in a fast-paced environment.
• 1 year minimum related work experience.
• Effective oral, written, and interpersonal communication skills.
• Prior international tax experience.

Requirements

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

Benefits

• Competitive pay.
• Comprehensive benefits.
• Support for life both in and outside of work.
• Medical and prescription drug coverage.
• 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.

Company Description

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact.

The pay range for this position is $18.41 - $27.64/Hr. Local minimum wage laws apply. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.