Expat Tax Advisor, Seasonal

Overview

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

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 tax information and feedback to clients related to tax preparation.
• Refer unresolved client concerns to management.
• Coordinate with client relationship professional staff to finalize tax returns and provide instructions for filing electronically or mailing returns to the Internal Revenue Service or the State Department of Revenue.
• Use internal resources to research unclear tax issues presented by clients.
• Complete robust paid training at the outset of the assignment and participate in ongoing continuing education.
• Develop high-level knowledge of foreign tax and financial systems to enhance client experience.
• Read 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 in assigned country/countries.
• Take initiative to seek new clients by asking current clients for referrals and developing and executing client acquisition plans.

Required Qualifications

• Bachelor of Science degree in a related field, or the equivalent through a combination of education and related work experience.
• 1 year minimum related work experience.
• Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willingness to obtain within one year of employment.
• Previous customer service 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.
• 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, including 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).
• 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 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.
• Eligible associates can participate in the Retirement Savings Plan (401(k)), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program.
• Associates are automatically enrolled in Business Travel Accident Insurance.
• Associates receive an Associate Tax Prep benefit.

Location

• Virtual / remote role via a virtual tax platform.