Associate Manager, Expat Tax

As Associate Expat Tax Manager, you will oversee and facilitate high quality U.S. tax preparation, planning, and audit representation services to U.S. expatriate clients through a virtual platform. By leveraging coaching and effective people practices, you will lead a team of tax preparers to consistently deliver exceptional client experiences and results, while also driving the team to achieve the organization's annual revenue targets.

Day to day, you’ll …

• Manage a book of business for U.S. expatriate clients in devoted countries, including delinquent filers, business owners, and high-net worth individuals
• Conduct new client interviews and analyze international tax issues for the purpose of preparing complete and accurate tax returns for U.S. taxpayer clients located in a select country or grouping of countries
• Follow internal guidelines for review and referral of tax returns
• Take initiative to seek new clients by asking current clients for referrals; actively develop and execute client acquisition plans
• Participate in hiring decision-making for non-signing tax preparers in devoted work group and manage team towards quarterly productivity and efficiency targets
• Review and provide feedback on work completed by team and conduct meaningful performance evaluations
• Manage overall tax preparation workflow to ensure timelines are met and the highest degree of customer service is provided
• Work with regional leadership to research and analyze tax positions relevant to dedicated countries
• When necessary, prepare tax returns for new clients and clients with complex tax issues
• Provide functional tax research support with respect to complex issues encountered by team of non-signing tax preparers in devoted work group
• Attend robust paid training at the outset of the assignment and participate in ongoing continuing education offered by the company
• Develop a working knowledge of foreign tax and financial systems in devoted country/countries in order to enhance client experience
• Assist in transitioning acquired clients to H&R Block Expat Tax Services brand
• Develop or leverage prior global experience, education, or insights to build rapport and provide a well-rounded serviceto clientsin devoted country/countries
• Handle Internal Revenue Service (IRS) audit engagements for clients in dedicated region
• Other duties as assigned

Education:

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.

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 manage work and lead people remotely using virtual business and collaboration tools
• Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
• Demonstrated effective leadership skills with a sincere desire to help others achieve success
• Effective time management skills: the ability to handle multiple tasks, prioritize, and manage time effectively in a fast-paced environment?
• Excellent verbal, written, and interpersonal communication skills through remote serviec offerings
• Proficiency in reviewing data-related reports and driving informed actions with the team
• 5 years of experience in tax preparation and/or tax research

Work Experience:

• Prior experience in client service or customer relationship management
• Prior experience preparing taxes for U.S. expatriates

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through…