Job Details

Expat Tax Advisor - Seasonal

Company name

Organization Type

In-House

Job Type

Attorney

Years of Experience

Min 1 yrs required

Location

Santa Ana, CA

Date Last Verified

Sep 22,2017

Posted on

Sep 09,2017
Practice Area
Tax >> Tax - International
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Expat Tax Advisor - Seasonal Duties: Conduct tax interviews and analyze international tax issues for the purpose of preparing complete and accurate tax returns for U.S. taxpayer clients based in a particular country or grouping of countries. 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 service professional staff to finalize tax returns and provide instruction so client can either file tax returns electronically or mail in tax returns to the Internal Revenue Service or State DOR. Leverage internal resources to research unclear tax issues presented by clients in devoted country/countries. 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 devoted country/countries 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.

Qualification and Experience

Qualifications: Bachelor’s Degree in accounting, finance, business administration, or related degree; 1 year of tax experience; Strong verbal and written communication skills; Ability to communicate tax and financial advice clearly and effectively with the public in a variety of situations including but not limited to phone, email and videoconference calls with expat clients. Preferred: CPA, EA, Enrolled Agent, or JD Degree; Prior experience working with expatriate tax clients; Prior experience working in a customer service environment; Foreign language capabilities.

Additional info

Ref. 271581BR

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Expat Tax Advisor - Seasonal Duties: Conduct tax interviews and analyze international tax issues for the purpose of preparing complete and accurate tax returns for U.S. taxpayer clients based in a particular country or grouping...