Expat Tax Advisor

As an H&R Block Expat Tax Advisor, you will help U.S. taxpayers living and working around the world navigate the complexities of U.S. tax compliance. Through our virtual service model, you will build trusted client relationships while providing high-quality U.S. tax preparation, tax planning, and tax-related support tailored to the unique needs of expatriate clients.

This is a seasonal position with the opportunity for continued or year-round employment based on business needs and demonstrated success in the role.

Key Responsibilities

Deliver an Exceptional Client Experience

• Build trusted relationships with U.S. expat clients by providing knowledgeable, responsive, and personalized service throughout the tax preparation process.
• Conduct comprehensive tax interviews to understand each client's unique tax situation and identify relevant U.S. and international tax considerations.
• Clearly communicate tax information, filing requirements, next steps, and recommendations in a way that helps clients feel informed and confident.
• Address client questions and concerns and appropriately escalate complex or unresolved matters when additional support is needed.

Prepare Accurate, High-Quality Tax Returns

• Analyze client information and international tax matters to prepare complete and accurate U.S. federal and state income tax returns.
• Apply established quality standards and internal guidelines for tax return preparation, review, escalation, and referral.
• Identify situations requiring additional research or specialized expertise and leverage available resources to determine the appropriate treatment.
• Collaborate with Client Relationship Professionals and other Expat team members to efficiently move client engagements through the tax preparation and filing process.
• Provide clients with clear guidance for electronically filing or otherwise submitting required tax returns and related documents.

Develop International Tax Expertise

• Leverage internal research resources, technical guidance, and subject-matter expertise to resolve unfamiliar or complex tax questions.
• Successfully complete comprehensive paid training at the beginning of the assignment and actively participate in ongoing continuing education.
• Build and maintain knowledge of U.S. expatriate taxation and relevant foreign tax and financial systems to better understand the circumstances of clients living abroad.
• Stay informed on relevant tax developments, technical guidance, and professional resources recommended by leadership.

Collaborate Across the Expat Team

• Partner effectively with Client Relationship Professionals, Tax Managers, and other team members to provide a seamless end-to-end client experience.
• Communicate proactively regarding client needs, outstanding information, potential issues, and next steps.
• Contribute to a collaborative environment focused on quality, responsiveness, accountability, and exceptional client service.

Support Client Growth and Retention

• Help strengthen the H&R Block Expat Tax Services relationship with new and existing clients, including clients transitioning from acquired businesses or services.
• Leverage global experience, education, cultural awareness, or country-specific knowledge to build rapport and better understand client needs.
• Identify opportunities to retain and grow client relationships by delivering an exceptional experience and appropriately requesting referrals.
• Support client acquisition initiatives and contribute to plans designed to expand the Expat client base.

What Success Looks Like

Successful Expat Tax Advisors:

• Put the client at the center of every interaction.
• Demonstrate accuracy and attention to detail in tax preparation.
• Take ownership of client engagements and follow through on commitments.
• Communicate clearly, professionally, and proactively.
• Seek guidance when needed while continuously building their technical expertise.
• Collaborate effectively across the Expat team.
• Adapt comfortably to a virtual, fast-paced, and deadline-driven environment.
• Demonstrate curiosity and a commitment to learning the complexities of international taxation.
• Look for opportunities to strengthen client relationships, retention, and growth.