Develop client relationships and provide high-quality U.S. tax preparation, planning, and audit representation for expatriate clients via a virtual platform. Manage a client portfolio to generate significant annual revenue while assisting clients with IRS disclosure programs.
About the Role
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. You are responsible for managing a client list generating between $275,000 and $5500,000 in annual revenue.
Day to day, you'll...
Assist clients that are out of compliance with their U.S. income tax and account reporting requirements to participate in disclosure programs offered by the IRS
Leverage internal resources to research unclear tax issues presented by clients
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
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
Required Qualifications
- Bachelor of Science 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
- 3 years minimum related work experience
- oral, written, and interpersonal communication skills
Preferred Qualifications
- Ability to communicate effectively in multiple languages
- Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
- 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
$21.59 - $32.40/Hr.
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