Associate Manager, Expat Tax

Overview

This role oversees and facilitates high-quality U.S. tax preparation, planning, and audit representation services for U.S. expatriate clients through a virtual platform. The Associate Expat Tax Manager leads a team of tax preparers to deliver exceptional client experiences and results, while driving the organization’s annual revenue targets.

Responsibilities

• Manage a book of business for U.S. expatriate clients in dedicated 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. taxpayer clients in select country/country groupings
• Follow internal guidelines for review and referral of tax returns
• Develop and execute client acquisition plans, including seeking new clients by asking current clients for referrals
• Participate in hiring decision-making for non-signing tax preparers in the devoted work group and manage the team toward quarterly productivity and efficiency targets
• Review and provide feedback on team work and conduct meaningful performance evaluations
• Manage overall tax preparation workflow to ensure timelines are met and a high degree of customer service is provided
• Partner with regional leadership to research and analyze tax positions relevant to dedicated countries
• Prepare tax returns when necessary for new clients and clients with complex tax issues
• Provide functional tax research support for complex issues encountered by non-signing tax preparers in the devoted work group
• Attend paid training at the outset of the assignment and participate in ongoing continuing education offered by the organization
• Build a working knowledge of foreign tax and financial systems in dedicated country/countries to enhance client experience
• Assist in transitioning acquired clients
• Use prior global experience, education, or insights to build rapport and provide well-rounded service to clients in dedicated country/countries
• Handle Internal Revenue Service (IRS) audit engagements for clients in the dedicated region
• Other duties as assigned

Required Qualifications

• 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, including public speaking engagements
• Ability to manage work and lead 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 and a sincere desire to help others achieve success
• Effective time management skills, including the ability to handle multiple tasks, prioritize, and manage time effectively in a fast-paced environment
• Excellent verbal, written, and interpersonal communication skills through remote service offerings
• Proficiency in reviewing data-related reports and driving informed actions with the team
• 5 years of experience in tax preparation and/or tax research

Preferred Qualifications

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

Compensation & Benefits

• Pay range: $81,600.00 - $122,400.00/Yr.
• Local minimum wage laws apply.
• Individual pay decisions 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 eligible dependents in medical and prescription drug coverage; can participate in the organization’s 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.

Location

Virtual platform (country assignments are described as devoted/dedicated countries and a dedicated region).