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Company

H&R Block · 2 days ago

Expat Tax Advisor - PT

Colorado, United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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Responsibilities

Analyze tax information provided by expatriate tax clients to prepare complete and accurate tax returns for U.S. taxpayer clients.

Manage engagements of 275-400 expat tax clients during the tax season while maintaining high levels of customer satisfaction.

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 resolve 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 to enhance client experience.

Read other business and tax publications, as recommended by management.

Other duties, as assigned.

Qualification

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Expat tax preparationCPA designationDesignationEA designationCircular 230 credentialsCustomer service experienceForeign language capabilities

Required

Bachelor’s degree in accounting, finance, business administration, or related degree

2+ years of expat tax preparation or similar tax experience

Strong verbal and written communication skills

Ability to communicate tax and financial advice clearly and effectively with the public in a variety of situations including but not limited to phone, email and videoconference calls with expat clients

CPA, JD, or EA designation

2 years Minimum related work experience

Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment

Excellent interpersonal skills to include oral and written communication

Preferred

Prior experience working in a customer service environment

Foreign language capabilities

Company

H&R Block

Glassdoor

3.8

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.

Founded in 1955

Kansas City, Missouri, USA

10,001+ employees