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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
tax preparationtax planningaudit representationtax return preparationcomplianceIRS disclosure programsforeign tax systemsfinancial systems
Soft Skills
client relationship managementcustomer satisfactioncommunicationinterpersonal skillspublic speakinganalytical skills
Tools & Technologies
virtual tax platform
Certifications & Qualifications
Bachelor’s degreeCircular 230 credentialsEnrolled AgentCPAAttorney
Industry Keywords
expat taxU.S. taxpayertax compliancefinancial products
About the role
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
Requirements
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
Benefits
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