Senior Expat Tax Advisor

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 $550,000 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.
• Aid 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 dedicated 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 dedicated 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.