Expat Tax Advisor, Seasonal

Overview

This seasonal role is for an international tax specialist supporting U.S. taxpayers living in over 150 countries worldwide. The position helps clients with U.S. tax preparation, planning, and audit representation services through a virtual tax platform.

This is a seasonal role (January through October) with potential for year-round employment opportunities for associates who are successful in their first year.

Responsibilities

• Conduct tax interviews and analyze international tax issues to prepare complete and accurate U.S. 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 regarding tax preparation; refer unresolved client concerns to management
• Coordinate with client service professional staff to finalize tax returns
• Provide instructions so clients can file tax returns electronically or mail returns to the Internal Revenue Service or State Department of Revenue
• Research unclear tax issues using internal resources for the assigned country/countries
• Complete paid training at the start of the assignment and participate in ongoing continuing education
• Build high-level knowledge of foreign tax and financial systems for assigned country/countries to improve client experience
• Read relevant business and tax publications as recommended by management
• Assist with transitioning acquired clients to the organization’s brand
• Use prior global experience, education, or insights to build rapport and provide well-rounded service to clients for assigned country/countries
• Take initiative to seek new clients by requesting referrals from current clients and developing and executing client acquisition plans
• Perform other duties as assigned

Requirements

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
• 1 year minimum 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
• Previous customer service experience
• Effective time management skills, including critical thinking, attention to detail, 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
• 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.
• Pay decisions depend on job-related factors such as experience, education, skill, performance, and the geographic location where work is 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.
• Eligible benefits may include participation in the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program.
• Associates may be able to participate in the organization’s Retirement Savings Plan (401(k) Plan).
• Associates are automatically enrolled in Business Travel Accident Insurance.
• Associate Tax Prep benefit is available.

Location

Virtual/remote role supporting U.S. taxpayers living in over 150 countries worldwide.