Associate manager, expat tax

About the Role

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 service to clients in devoted country/countries.
• Handle Internal Revenue Service (IRS) audit engagements for clients in dedicated region.
• Other duties as assigned.

Required Qualifications

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 service 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.

Preferred Qualifications

Work Experience:

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

Why work for us

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 our Block Next strategy, blending human expertise with digital innovation. That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will 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; can participate in the H&R Block 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.

Pay Range

$81,600.00 - $122,400.00/Yr.