Associate Manager, Expat Tax

Overview

This role involves overseeing and facilitating high-quality U.S. tax preparation, planning, and audit representation services for U.S. expatriate clients through a virtual platform. The Associate Manager, Expat Tax will lead a team of tax preparers to deliver exceptional client experiences and results while driving the team to meet annual revenue targets.

Responsibilities

• Manage a book of business for U.S. expatriate clients in specific countries, including delinquent filers, business owners, and high-net-worth individuals
• Conduct new client interviews and analyze international tax issues to prepare complete and accurate tax returns for U.S. taxpayers located in assigned countries
• Follow internal guidelines for review and referral of tax returns
• Proactively seek new clients by requesting referrals and executing client acquisition plans
• Participate in hiring decisions for non-signing tax preparers within the work group
• Manage the team to meet quarterly productivity and efficiency targets
• Review and provide feedback on team members' work and conduct performance evaluations
• Oversee tax preparation workflow to ensure deadlines are met and high customer service standards are maintained
• Collaborate with regional leadership to research and analyze tax positions relevant to assigned countries
• Prepare tax returns for new clients and those with complex tax issues when necessary
• Provide functional tax research support for complex issues encountered by the team
• Attend comprehensive paid training at the start of the assignment and participate in ongoing continuing education
• Develop knowledge of foreign tax and financial systems in assigned countries to enhance client service
• Assist in transitioning acquired clients to the expatriate tax services brand
• Utilize global experience, education, or insights to build rapport and provide well-rounded service to clients
• Handle Internal Revenue Service (IRS) audit engagements for clients in the dedicated region
• Perform other duties as assigned

Requirements

• Bachelor’s degree in a related field or equivalent combination of education and work experience
• Ability to communicate tax and financial advice clearly and effectively in various situations, including public speaking
• Experience managing work and leading people remotely using virtual business and collaboration tools
• Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willingness to obtain within one year of employment
• Demonstrated effective leadership skills with a genuine desire to help others succeed
• Strong time management skills with the ability to handle multiple tasks and prioritize in a fast-paced environment
• Excellent verbal, written, and interpersonal communication skills
• Proficiency in reviewing data-related reports and driving informed team actions
• Minimum of 5 years of experience in tax preparation and/or tax research

Preferred Qualifications

• Prior experience in client service or customer relationship management
• Experience preparing taxes for U.S. expatriates

Compensation & Benefits

• Pay range: $81,600.00 - $122,400.00 per year
• Compensation decisions depend on experience, education, skills, performance, and work location
• Eligibility to participate in incentive compensation or short-term incentive plans
• Access to medical and prescription drug coverage for employees and eligible dependents
• Participation in retirement savings plans (401(k))
• Employee assistance programs
• Virtual fitness center programs
• Associate discount programs
• Automatic enrollment in Business Travel Accident Insurance
• Associate Tax Preparation benefit

Location

This is a virtual position serving U.S. expatriate clients in designated countries. Remote work and virtual team management are required.