Expat Tax Advisor, Seasonal

H&R Block; Missouri; Remote; USD 26,000 - 37,000; Full time

Benefits offered by this job

Competitive pay

Comprehensive benefits

Job summary

H&R Block Expat Tax Advisor helps U.S. taxpayers living abroad navigate international tax issues through high-quality U.S. tax preparation, planning, and support in a virtual service model.

This seasonal role may transition to year-round employment based on business needs and performance, with ongoing training and opportunities within the Expat team.

Qualifications

• Bachelor of Science degree in a related field or equivalent experience.

Responsibilities

• Build trusted relationships with U.S. expat clients during tax preparation.
• Conduct comprehensive tax interviews to understand each client's situation.
• Communicate tax information and next steps clearly to clients.
• Escalate complex matters when needed.

Skills

Expat tax advisory

Client communication

Customer service

Time management

Education

Bachelor of Science

Tools

Outlook

Microsoft Suite

Job description

About the Role

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 escalates 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.

Required Qualifications

• 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 experienceExcellent 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

Why work for us

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. 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), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.

Pay Range

$18.41 - $27.64/Hr.