Expat Tax Advisor - PT jobs in United States
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H&R Block · 3 weeks ago

Expat Tax Advisor - PT

H&R Block is the world’s largest tax preparation company, dedicated to helping clients and communities. The Expat Tax Advisor will provide U.S. tax services to U.S. citizens and residents living outside the United States, managing a client list and ensuring compliance with tax requirements.

ConsultingRetailService IndustryTax Preparation
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H1B Sponsor Likelynote

Responsibilities

Analyze tax information provided by expatriate tax clients to prepare complete and accurate tax returns for U.S. taxpayer clients; follow internal guidelines for review and referral of tax returns
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
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

U.S. tax servicesCircular 230 credentialsForeign tax knowledgeClient managementPublic speakingCustomer serviceForeign language skillsInterpersonal skills

Required

Bachelor'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

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
And the associate discount program
Are automatically enrolled in Business Travel Accident Insurance
And receive Associate Tax Prep benefit.

Company

H&R Block

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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 Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Andy Phillips
Vice President - The Tax Institute at H&R Block
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George Agurkis
Vice President, Government Relations
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Company data provided by crunchbase