Expat Tax Advisor

About the Role

What you'll do...  

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. The role is a seasonal position (January through October) with year-round employment opportunities for associates who have success in their first year. 

 

Day to day, you’ll… 

• 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 

• Other duties, as assigned 

Required Qualifications

Education:

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.

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

Preferred Qualifications

Work Experience:

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

Why work for us

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. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. 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. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range

$18.41 - $27.64/Hr.