Seasonal, Expat Tax Advisor jobs in United States
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H&R Block · 23 hours ago

Seasonal, Expat Tax Advisor

H&R Block is a leader in tax preparation and financial services, and they are seeking a Seasonal Expat Tax Advisor to join their team. This role involves 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.

ConsultingRetailService IndustryTax Preparation
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H1B Sponsor Likelynote

Responsibilities

Conduct tax interviews and analyze 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
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 service professional staff to finalize tax returns and provide instruction so client can either file tax returns electronically or mail in tax returns to the Internal Revenue Service or State Department of Revenue
Leverage internal resources to research unclear tax issues presented by clients in devoted country/countries
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 in devoted country/countries in order to enhance client experience
Read other business and tax publications as recommended by management
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
Take initiative to seek new clients by asking current clients for referrals and actively develop and execute client acquisition plans
Perform other duties, as assigned

Qualification

International tax expertiseClient relationship developmentTax preparation skillsCircular 230 credentialsForeign language skillsCustomer service experienceMicrosoft Suite knowledgePublic speakingEffective time managementCommunication skills

Required

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
Previous customer service experience
Effective time management skills: the 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

Preferred

Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
Foreign language skills
Prior experience preparing taxes for U.S. expatriates

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

Company

H&R Block

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H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.

H1B Sponsorship

H&R Block has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Andy Phillips
Vice President - The Tax Institute at H&R Block
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George Agurkis
Vice President, Government Relations
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Company data provided by crunchbase