Expat Tax Advisor, Seasonal

Overview

Join the organization’s international tax practice as a seasonal international tax specialist supporting U.S. taxpayers living in over 150 countries worldwide. This role supports U.S. expat clients through a virtual tax platform, providing U.S. tax preparation, planning, and audit representation services.

This is a seasonal position (January through October). Associates who are successful in their first year may have the opportunity for year-round employment.

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 related to tax preparation, and refer unresolved client concerns to management
• Work with client service professional staff to finalize tax returns and instruct clients to file tax returns electronically or mail in tax returns to the Internal Revenue Service or State Department of Revenue
• Use internal resources to research unclear tax issues presented by clients in devoted country/countries
• Attend 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 in devoted country/countries to enhance client experience
• Read other business and tax publications as recommended by management
• Assist in 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 devoted country/countries
• Take initiative to seek new clients by asking current clients for referrals and actively develop and execute 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
• Minimum 1 year 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, and 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
• 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 eligible dependents in medical and prescription drug coverage.
• Retirement Savings Plan (401(k)), Employee Assistance Program, (virtual) fitness center programs, and an associate discount program.
• Associate Tax Prep benefit.
• Automatically enrolled in Business Travel Accident Insurance.

Location

• Not specified in the provided description.