Our Company:
We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!
What you'll do...:
As an Associate Manager, Expat Tax you will oversee and facilitate high quality U.S. tax preparation, planning, and audit representation services to U.S. expatriate clients through a virtual platform. By leveraging coaching and effective people practices, you will lead a team of tax preparers to consistently deliver exceptional client experiences and results, while also driving the team to achieve the organization's annual revenue targets.
- Manage a book of business for U.S. expatriate clients in devoted countries, including delinquent filers, business owners, and high-net worth individuals
- Conduct new client interviews and analyze international tax issues for the purpose of preparing complete and accurate tax returns for U.S. taxpayer clients located in a select country or grouping of countries
- Follow internal guidelines for review and referral of tax returns
- Take initiative to seek new clients by asking current clients for referrals; actively develop and execute client acquisition plans
- Participate in hiring decision-making for non-signing tax preparers in devoted work group and manage team towards quarterly productivity and efficiency targets
- Review and provide feedback on work completed by team and conduct meaningful performance evaluations
- Manage overall tax preparation workflow to ensure timelines are met and the highest degree of customer service is provided
- Work with regional leadership to research and analyze tax positions relevant to dedicated countries
- When necessary, prepare tax returns for new clients and clients with complex tax issues
- Provide functional tax research support with respect to complex issues encountered by team of non-signing tax preparers in devoted work group
- Attend robust paid training at the outset of the assignment and participate in ongoing continuing education offered by the company
- Develop a working knowledge of foreign tax and financial systems in devoted country/countries in order to enhance client experience
- Assist in transitioning acquired clients to H&R Block Expat Tax Services 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
- Handle Internal Revenue Service (IRS) audit engagements for clients in dedicated region
- Other duties as assigned
What you'll bring to the team...:
- 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
- Ability to manage work and lead people remotely using virtual business and collaboration tools
- Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
- Demonstrated effective leadership skills with a sincere desire to help others achieve success
- Effective time management skills: the ability to handle multiple tasks, prioritize, and manage time effectively in a fast-paced environment?
- Excellent verbal, written, and interpersonal communication skills
- Proficiency in reviewing data-related reports and driving informed actions with the team
- 5 years of experience in tax preparation and/or tax research
It would be even better if you also had...:
- Prior experience in client service or customer relationship management
- Prior experience preparing taxes for U.S. expatriates
Why work for us:
Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.
Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com. 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.
Pay Range Information:
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
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.
Pay Range:
$81,600.00 - $122,400.00/Yr.
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