Expat Tax Advisor, Seasonal

Overview

This seasonal role (January through October) supports U.S. expat clients through a virtual tax platform. Responsibilities include developing client relationships and providing high-quality U.S. tax preparation, planning, and audit representation services.

Responsibilities

• Conduct tax interviews and analyze international tax issues to prepare complete and accurate U.S. tax returns for expat clients.
• Follow internal guidelines for review and referral of tax returns.
• Provide clients with tax-related information and feedback; refer unresolved concerns to management.
• Coordinate with client relationship professional staff to finalize tax returns.
• Provide filing instructions so clients can either file electronically or mail returns to the Internal Revenue Service or the State Department of Revenue.
• Research unclear tax issues using internal resources.
• Attend paid training at the start of the assignment and complete ongoing continuing education.
• Build knowledge of foreign tax and financial systems to enhance the client experience.
• Read business and tax publications as recommended by management.
• Assist with transitioning acquired clients to the organization’s brand, building rapport using relevant global experience, education, or insights.
• Seek new clients by asking current clients for referrals and by developing and executing client acquisition plans.

Requirements

• Education: 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 public speaking engagements.
  • Ability to learn quickly and ask questions.
  • Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willingness to obtain within one year of employment.
  • Previous customer service experience.
  • Effective time management skills, including 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 experience.
  • Excellent oral, written, and interpersonal communication skills.

Preferred Qualifications

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

Compensation & Benefits

• Pay Range: $18.41 - $27.64/Hr.
• Local minimum wage laws apply.
• Individual pay decisions depend on job-related factors such as experience, education, skill, performance, and the 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 according to the terms of each plan.
• Qualifying associates may be eligible for:
  • Medical and prescription drug coverage for eligible associates and/or dependents
  • Enrollment in the Retirement Savings Plan (401(k) Plan)
  • Employee Assistance Program
  • (Virtual) fitness center programs
  • Associate discount program
  • Business Travel Accident Insurance (automatic enrollment)
  • Associate Tax Prep benefit

Location

No location details were provided in the job description.