Seasonal, Expat Tax Advisor

Overview

This role involves becoming an international tax specialist working with U.S. taxpayers living in over 150 countries worldwide. The position is part of a specialized, fast-growing international tax practice focused on U.S. expat tax services. It is a seasonal role from January through October, with opportunities for year-round employment based on performance.

Responsibilities

• Conduct tax interviews and analyze international tax issues to prepare complete and accurate U.S. tax returns for expatriate clients in assigned countries or regions
• Follow internal guidelines for review and referral of tax returns
• Provide tax information and feedback to clients regarding tax preparation; escalate unresolved concerns to management
• Collaborate with client service professionals to finalize tax returns and guide clients on electronic or mail filing with the IRS or State Department of Revenue
• Utilize internal resources to research complex tax issues related to assigned countries
• Participate in paid initial training and ongoing continuing education
• Develop expertise in foreign tax and financial systems relevant to assigned countries to enhance client service
• Stay informed by reading recommended business and tax publications
• Assist in transitioning acquired clients to the organization’s brand
• Use prior global experience or education to build rapport and deliver comprehensive service
• Proactively seek new clients through referrals and client acquisition plans
• Perform other duties as assigned

Requirements

• Bachelor’s degree in a related field or equivalent combination of education and work experience
• Ability to communicate tax and financial advice clearly in various settings, including public speaking
• Quick learner with a willingness to ask questions
• Minimum of 1 year related work experience
• Previous customer service experience
• Effective time management skills to handle multiple tasks and prioritize in a fast-paced environment
• Proficiency with Outlook and Microsoft Office applications, including virtual tools
• Excellent oral, written, and interpersonal communication skills

Preferred Qualifications

• Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willingness to obtain within one year of employment
• Foreign language skills
• Prior experience preparing taxes for U.S. expatriates

Compensation & Benefits

• Pay range: $18.41 - $27.64 per hour (subject to local minimum wage laws and individual factors such as experience, education, skill, performance, and work location)
• Potential eligibility for incentive compensation or short-term incentive plans
• Access to medical and prescription drug coverage for associates and eligible dependents
• Participation in retirement savings plan (401(k))
• Employee assistance program
• Virtual fitness center programs
• Associate discount program
• Business travel accident insurance
• Associate tax preparation benefit

Location

This is a virtual position serving U.S. taxpayers living internationally. Specific geographic requirements or restrictions are not stated.