Expat Tax Advisor, Seasonal

Overview

This seasonal role (January through October) provides U.S. tax preparation, planning, and audit representation services to U.S. expat clients through a virtual tax platform. The position focuses on developing client relationships and delivering high-quality tax outcomes for international clients.

Responsibilities

• Conduct tax interviews and analyze international tax issues to prepare complete and accurate U.S. tax returns for U.S. taxpayer clients.
• Follow internal guidelines for review and referral of tax returns.
• Provide tax information and feedback to clients related to tax preparation.
• Refer any unresolved client concerns to management.
• Coordinate with client relationship professional staff to finalize tax returns.
• Provide instructions for clients to file electronically or mail tax returns to the Internal Revenue Service or the State Department of Revenue.
• Use internal resources to research unclear tax issues raised by clients.
• Attend robust paid training at the outset of the assignment.
• Participate in ongoing continuing education offered by the organization.
• Develop high-level knowledge of foreign tax and financial systems to enhance the client experience.
• Read business and tax publications as recommended by management.
• Support client transitions to the organization’s brand by building rapport and delivering well-rounded service for devoted country/countries.
• Seek new clients by requesting referrals from current clients and actively developing and executing client acquisition plans.

Requirements

• Bachelor of Science 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 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.
• Minimum 1 year 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 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 may enroll themselves and/or eligible dependents in medical and prescription drug coverage.
• Options may include participation in a Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and an associate discount program.
• Associates are automatically enrolled in Business Travel Accident Insurance.
• Associate Tax Prep benefit may be available.

Location

This is a seasonal role (January through October) performed through a virtual tax platform.