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Senior Expat Tax Advisor

Role overview

Qualifications

  • Bachelor of Science degree in a related field or equivalent education and work experience
  • Ability to communicate tax and financial advice clearly and effectively
  • 3 years minimum related work experience
  • Oral, written, and interpersonal communication skills

Responsibilities

  • Develop client relationships and provide high-quality U.S. tax preparation services to U.S. expat clients
  • Assist clients that are out of compliance with their U.S. income tax
  • Leverage internal resources to research unclear tax issues
  • Remain current with company policies and procedures related to tax preparation

Key facts

Other skills

  • Public Speaking
  • Communication
  • Research
  • Intercultural Communication
  • Social Skills

About the company

H&R Block logo

H&R Block

Tax Advisory & Tax Services

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!

Company details

Company typeLarge
IndustryTax Advisory & Tax Services
Company size10001

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Job description

About the Role:
 
As a representative of H&R Block Expat Tax Services, you are responsible for developing client relationships and providing high-quality U.S. tax preparation, planning, and audit representation services to U.S. expat clients through a virtual tax platform. You are responsible for managing a client list generating between $275,000 and $550,000 in annual revenue.

Day to day, you'll...
  • 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 research 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.

  • Attend training required for the position

  • 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

 

Required Qualifications:
  • Bachelor of Science 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
  • 3 years minimum related work experience
  • oral, written, and interpersonal communication skills
Preferred Qualifications:
  • Ability to communicate effectively in multiple languages
  • Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
  • Prior experience preparing taxes for U.S. expatriates
Why work for us: At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. 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: $21.59 - $32.40/Hr. Sponsored Job: #LI-KM2

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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