Expat Tax Advisor - PT

Overview

This role involves providing high-quality U.S. tax preparation, planning, and audit representation services to U.S. expatriate clients through a virtual tax platform. The position requires developing client relationships and managing a large portfolio of expat tax clients during the tax season.

Responsibilities

• Analyze tax information from expatriate clients to prepare complete and accurate U.S. tax returns.
• Follow internal guidelines for review and referral of tax returns.
• Manage engagements of 275-600 expat tax clients while maintaining high customer satisfaction.
• Assist clients who are out of compliance with U.S. income tax and account reporting requirements to participate in IRS disclosure programs.
• Use internal resources to resolve unclear tax issues.
• Assist in transitioning acquired clients to the organization’s brand.
• Develop or leverage prior global experience and education to build rapport and provide comprehensive service to clients in assigned country or countries.
• Stay current with company policies and procedures related to tax preparation and financial products.
• Attend required training and develop high-level knowledge of foreign tax and financial systems relevant to assigned countries.
• Read recommended business and tax publications to maintain expertise.

Required Qualifications

• Bachelor’s degree in a related field or equivalent combination of education and related work experience.
• Ability to communicate tax and financial advice clearly and effectively in various situations, including public speaking.
• Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willingness to obtain within one year of employment.
• Excellent interpersonal skills, including oral and written communication.
• Minimum of 2 years related work experience.

Preferred Qualifications

• Ability to communicate effectively in multiple languages.
• Customer service experience.

Compensation & Benefits

• Pay range: $18.41 - $27.64 per hour.
• Local minimum wage laws apply.
• Individual pay decisions based on experience, education, skill, performance, and work location.
• Potential eligibility for incentive compensation or short-term incentive plans.
• Benefits include medical and prescription drug coverage for employees and eligible dependents, retirement savings plan (401(k)), employee assistance program, virtual fitness center programs, associate discount program, business travel accident insurance, and associate tax preparation benefit.

Location

This is a virtual position serving U.S. expatriate clients. Specific geographic requirements or restrictions are not stated.