Expat Tax Advisor

Overview

This seasonal role supports international U.S. taxpayers living in over 150 countries. You will join the expat team and work in a specialized, fast-paced international tax practice, providing U.S. tax preparation, planning, and audit representation services through a virtual tax platform.

Seasonal employment runs January through October, with year-round opportunities available for associates who succeed in their first year.

Responsibilities

• Conduct tax interviews and analyze international tax issues to prepare complete and accurate tax returns for U.S. taxpayer clients based in a particular country or grouping of countries
• Follow internal guidelines for review and referral of tax returns
• Provide tax information and feedback to clients related to tax preparation; refer unresolved client concerns to management
• Work with client service professional staff to finalize tax returns
• Provide instructions so clients can file electronically or mail returns to the Internal Revenue Service or State Department of Revenue
• Use internal resources to research unclear tax issues presented by clients in assigned country/countries
• Attend paid training at the outset of the assignment and participate in ongoing continuing education
• Develop high-level knowledge of foreign tax and financial systems in assigned country/countries to enhance the client experience
• Read relevant business and tax publications as recommended by management
• Assist with transitioning acquired clients to the employer’s brand
• Leverage prior global experience, education, or insights to build rapport and provide well-rounded service to clients in assigned country/countries
• Take initiative to seek new clients by requesting referrals and actively developing and executing client acquisition plans
• Perform other duties as assigned

Requirements

Education

• Bachelor’s degree in a related field, or the equivalent through a combination of education and related work experience.

Work Experience and Skills

• Ability to communicate tax and financial advice clearly and effectively with the public, including public speaking engagements
• Ability to learn quickly and ask questions
• Ability to serve clients remotely using virtual tools and systems
• Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
• Effective time management skills, including handling multiple tasks and prioritizing in a fast-paced environment
• 1 year minimum related work experience
• Effective oral, written, and interpersonal communication skills
• Prior international tax experience

Preferred Qualifications

• Ability to communicate effectively in multiple languages
• Customer service experience
• Prior experience preparing taxes for U.S. expatriates

Compensation & Benefits

• Pay range: $18.41 - $27.64/Hr. (Local minimum wage laws apply.)
• 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.

Benefits for qualifying associates may include:

• Enrollment for medical and prescription drug coverage for associates and/or eligible dependents
• Participation in the Retirement Savings Plan (401(k) Plan)
• Employee Assistance Program
• (Virtual) fitness center programs
• Associate discount program
• Business Travel Accident Insurance
• Associate Tax Prep benefit

Location

• This position supports U.S. taxpayer clients living in over 150 countries and is performed remotely using virtual tools and systems.