Associate Manager, Expat Tax

H&R Block

  • Missouri
  • $81,600 per year
  • Permanent
  • Full-time
  • 15 days ago
Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...:As an Expat Tax Manager with H&R Block Expat Tax Services, your team will work year-round to provide high quality U.S. tax preparation, planning, and audit representation services to U.S. expatriate clients through a virtual platform. You are responsible for managing a work group generating between $250,000 and $500,000 in annual revenue with compensation established as a blend of salary and commission.Day to day, you’ll...Serve as year-round contact for U.S. expatriate clients, including delinquent filers, business owners, and high-net worth individualsConduct new client interviews and analyze international tax issues for the purpose of preparing complete and accurate tax returns for U.S. taxpayer clients; follows internal guidelines for review and referral of tax returnsParticipate 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 evaluationsPrepare tax returns for new clients and clients with complex tax issuesManage overall tax preparation workflow to ensure timelines are met and the highest degree of customer service is providedWork with regional leadership to research and analyze tax positionsProvide functional tax research support with respect to complex issues encountered by team of non-signing tax preparers in devoted work groupAttend 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 experienceAssist in transitioning acquired clients to H&R Block Expat Tax Services brandDevelop or leverage prior global experience, education, or insights to build rapport and provide a well-rounded service to clients in devoted country/countriesTake initiative to seek new clients by asking current clients for referrals and actively develop and execute client acquisition plansHandles IRS audit engagementsWork Environment: Standard Office EnvironmentSpecial Physical Requirements: NegligibleTravel: Less than 10% of the time What you'll bring to the team...: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
  • Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment
  • 5 years minimum related work experience
  • Two years experience in tax
It would be even better if you also had...:Work Experience:
  • Prior experience in client service or customer relationship management
  • Prior experience preparing taxes for U.S. expatriates
Why work for us: Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit .Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. 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. Sponsored Job: #LI-KM2

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