H&R Block · 1 week ago
Expat Tax Advisor - S
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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 client can either file tax returns electronically or mail in tax returns to the Internal Revenue Service or State DOR.
Leverage internal resources to research unclear tax issues presented by clients in devoted country/countries.
Attend robust paid training at the outset of the assignment and participate in ongoing continuing education offered by the company. 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.
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
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Required
Bachelor’s Degree in accounting, finance, business administration, or related degree
One year of 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
1 year Minimum 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
Oral, written and interpersonal communication skills
Preferred
CPA, EA, or JD
Prior experience working with expatriate tax clients
Prior experience working in a customer service environment
Foreign language capabilities
Benefits
Medical and prescription drug coverage
H&R Block Retirement Savings Plan (401(k) Plan)
Employee Assistance Program
(virtual) fitness center programs
Associate discount program
Business Travel Accident Insurance
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.
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO· nyse:HRB
Leadership Team
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