Expat Tax Advisor
H&R Block, Des Moines, IA, United States
Job Overview
Become an international tax specialist while working with U.S. taxpayers living in over 150 countries worldwide. As a representative of H&R Block Expat Tax Services, 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 tax platform. The role is seasonal (January through October) and offers year‑round opportunities for successful candidates.
Responsibilities
Conduct tax interviews and analyze international tax issues to prepare complete and accurate tax returns for U.S. taxpayer clients based in specific countries or groups of countries.
Follow internal guidelines for review and referral of tax returns.
Provide tax information and feedback to clients and refer unresolved concerns to management.
Work with client‑service staff to finalize tax returns and instruct clients on electronic filing or mailing to the IRS or state department of revenue.
Leverage internal resources to research unclear tax issues presented by clients in devoted countries.
Attend robust paid training at the outset and participate in ongoing continuing education.
Develop high‑level knowledge of foreign tax and financial systems in devoted countries to enhance client experience.
Read business and tax publications as recommended.
Assist in transitioning acquired clients to the H&R Block brand.
Utilize prior global experience or insights to build rapport and provide a well‑rounded service.
Take initiative to seek new clients by asking current clients for referrals and actively develop and execute client acquisition plans.
Other duties as assigned.
Education
Bachelor’s degree in a related field or equivalent through a combination of education and related work experience.
EA, CPA, JD, or LLM preferred.
Work Experience
Ability to communicate tax and financial advice clearly and effectively with diverse audiences, including public speaking engagements.
Quick learning and proactive questioning.
Ability to serve clients remotely using virtual tools and systems.
Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willingness to obtain within one year of employment.
Effective time‑management skills to handle multiple tasks in a fast‑paced environment.
Minimum two years of related work experience.
Strong oral, written, and interpersonal communication skills.
Prior international tax experience.
Preferred Qualifications
Ability to communicate effectively in multiple languages.
Customer‑service experience.
Prior experience preparing taxes for U.S. expatriates, U.S. in‑patriates, and Forms 5471, 3520.
Benefits You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well‑being.
Pay Range $18.41 – $27.64 /hr.
Equal Opportunity Employer H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex‑based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.
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Responsibilities
Conduct tax interviews and analyze international tax issues to prepare complete and accurate tax returns for U.S. taxpayer clients based in specific countries or groups of countries.
Follow internal guidelines for review and referral of tax returns.
Provide tax information and feedback to clients and refer unresolved concerns to management.
Work with client‑service staff to finalize tax returns and instruct clients on electronic filing or mailing to the IRS or state department of revenue.
Leverage internal resources to research unclear tax issues presented by clients in devoted countries.
Attend robust paid training at the outset and participate in ongoing continuing education.
Develop high‑level knowledge of foreign tax and financial systems in devoted countries to enhance client experience.
Read business and tax publications as recommended.
Assist in transitioning acquired clients to the H&R Block brand.
Utilize prior global experience or insights to build rapport and provide a well‑rounded service.
Take initiative to seek new clients by asking current clients for referrals and actively develop and execute client acquisition plans.
Other duties as assigned.
Education
Bachelor’s degree in a related field or equivalent through a combination of education and related work experience.
EA, CPA, JD, or LLM preferred.
Work Experience
Ability to communicate tax and financial advice clearly and effectively with diverse audiences, including public speaking engagements.
Quick learning and proactive questioning.
Ability to serve clients remotely using virtual tools and systems.
Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willingness to obtain within one year of employment.
Effective time‑management skills to handle multiple tasks in a fast‑paced environment.
Minimum two years of related work experience.
Strong oral, written, and interpersonal communication skills.
Prior international tax experience.
Preferred Qualifications
Ability to communicate effectively in multiple languages.
Customer‑service experience.
Prior experience preparing taxes for U.S. expatriates, U.S. in‑patriates, and Forms 5471, 3520.
Benefits You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well‑being.
Pay Range $18.41 – $27.64 /hr.
Equal Opportunity Employer H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex‑based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law.
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