Expat Tax Advisor – PT

Expat Tax Advisor providing high-quality U.S. tax preparation and audit representation services to expat clients virtually.

Posted 6/26/2026full-timeRemote • Montana • 🇺🇸 United StatesJuniorMid-Level💰 $18 - $28 per hourWebsite

Key responsibilities & impact

Develop client relationships and provide high-quality U.S. tax preparation, planning, and audit representation services to U.S. expat clients through a virtual tax platform
Analyze tax information provided by expatriate tax clients to prepare complete and accurate tax returns for U.S. taxpayer clients
Follow internal guidelines for review and referral of tax returns
Manage engagements of 275-600 expat tax clients during the tax season while maintaining high levels of customer satisfaction
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 resolve 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 to enhance client experience

What you’ll need

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
Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
Excellent interpersonal skills to include oral and written communication
2 years minimum related work experience

Comp & perks

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)
Associate Assistance Program, (virtual) fitness center programs, and associate discount program
Automatically enrolled in Business Travel Accident Insurance
Receive Associate Tax Prep benefit

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax preparationtax planningaudit representationtax return preparationcomplianceIRS disclosure programsforeign tax systemsfinancial systems

Soft Skills

client relationship managementcustomer satisfactioncommunicationinterpersonal skillspublic speakinganalytical skills

Certifications

Bachelor’s degreeCircular 230 credentialsEnrolled AgentCPAAttorney