H&R Block · 1 month ago
Expat Tax Advisor
H&R Block is a leading company in tax preparation and financial services, known for its commitment to helping clients and communities. As an Expat Tax Advisor, you will develop client relationships and provide high-quality U.S. tax preparation, planning, and audit representation services to U.S. expat clients through a virtual platform.
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 clients 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
Develop high-level knowledge of foreign tax and financial systems in devoted country/countries in order to enhance client experience; attend robust paid training at the outset of the assignment and participate in ongoing continuing education offered by the company
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
Qualification
Required
Associate'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
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
2 years minimum related work experience
Preferred
Customer service experience
Foreign language skills
Prior experience preparing taxes for U.S. expatriates
Benefits
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
The associate discount program
Are automatically enrolled in Business Travel Accident Insurance
And receive Associate Tax Prep benefit.
Company
H&R Block
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 CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Recent News
Android Headlines
2025-12-27
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