Overview
This seasonal role involves helping U.S. taxpayers living and working around the world navigate the complexities of U.S. tax compliance. Using a virtual service model, you will build trusted client relationships while providing high-quality U.S. tax preparation, tax planning, and tax-related support tailored to expatriate clients.
The position is seasonal, with the opportunity for continued or year-round employment based on business needs and demonstrated success in the role.
Responsibilities
Deliver an exceptional client experience
- Build trusted relationships with U.S. expat clients by providing knowledgeable, responsive, and personalized service throughout the tax preparation process.
- Conduct comprehensive tax interviews to understand each client’s unique tax situation and identify relevant U.S. and international tax considerations.
- Clearly communicate tax information, filing requirements, next steps, and recommendations so clients feel informed and confident.
- Address client questions and concerns and appropriately escalate complex or unresolved matters when additional support is needed.
Prepare accurate, high-quality tax returns
- Analyze client information and international tax matters to prepare complete and accurate U.S. federal and state income tax returns.
- Apply established quality standards and internal guidelines for tax return preparation, review, escalation, and referral.
- Identify situations requiring additional research or specialized expertise and leverage available resources to determine the appropriate treatment.
- Collaborate with Client Relationship Professionals and other Expat team members to efficiently move client engagements through the tax preparation and filing process.
- Provide guidance for electronically filing or otherwise submitting required tax returns and related documents.
Develop international tax expertise
- Leverage internal research resources, technical guidance, and subject-matter expertise to resolve unfamiliar or complex tax questions.
- Successfully complete comprehensive paid training at the beginning of the assignment and actively participate in ongoing continuing education.
- Build and maintain knowledge of U.S. expatriate taxation and relevant foreign tax and financial systems to better understand circumstances of clients living abroad.
- Stay informed on relevant tax developments, technical guidance, and professional resources recommended by leadership.
Collaborate across the Expat team
- Partner effectively with Client Relationship Professionals, Tax Managers, and other team members to provide a seamless end-to-end client experience.
- Communicate proactively regarding client needs, outstanding information, potential issues, and next steps.
- Contribute to a collaborative environment focused on quality, responsiveness, accountability, and exceptional client service.
Support client growth and retention
- Strengthen the Expat Tax Services relationship with new and existing clients, including clients transitioning from acquired businesses or services.
- Leverage global experience, education, cultural awareness, or country-specific knowledge to build rapport and better understand client needs.
- Identify opportunities to retain and grow client relationships by delivering an exceptional experience and appropriately requesting referrals.
- Support client acquisition initiatives and contribute to plans designed to expand the Expat client base.
Required Qualifications
- 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 but not limited to public speaking engagements.
- Ability to learn quickly and ask questions.
- Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment.
- Previous customer service experience.
- Effective time management skills: 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 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 can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; participate in the Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Location
Virtual role. (Geographic location where work will be performed may affect pay decisions per job-related factors.)