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. The role is a seasonal position (January through October).
Conduct tax interviews and analyze international tax issues for the purpose of preparing complete and accurate tax returns for U.S. taxpayer clients. 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 relationship professional staff to finalize tax returns and provide instructions so the client can either file tax returns electronically or mail in tax returns to the Internal Revenue Service or the State Department of Revenue.
Leverage internal resources to research unclear tax issues presented by clients.
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 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.
Required Qualifications
Education:
- Bachelor of Science degree in a related field or the equivalent through a combination of education and related work experience.
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 learn quickly and ask questions
- Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
- Previous customer service experience
- Effective time management skills: the ability to handle multiple tasks, prioritize, and manage time effectively in a fast-paced environment?
- Knowledge of Outlook and Microsoft Suite applications, which may include virtual tools
- 1 year minimum related work experience
- Excellent oral, written, and interpersonal communication skills
Preferred Qualifications
Work Experience:
- Ability to communicate effectively in multiple languages
- Prior experience preparing taxes for U.S. expatriates