Job Description
Title: Tax Manager
Location: Remote, MO, United States
C: 3.33
- Home Office – MO
- Remote
What you’ll do…
JOB SUMMARY –
The Expat Tax Manager position oversees and facilitates high quality U.S. tax preparation, planning and audit representation services to U.S. expatriate clients through a virtual platform. Working with a team of Expat Tax Preparers, through coaching and the use of effective people practices, this role ensures that the associates deliver an experience and results that meets/exceeds the client expectations while at the same time drives the organization towards meeting annual revenue targets for the team.
ESSENTIAL DUTIES AND RESPONSIBILITIES –
- Manages 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 IRS audit engagements for clients in dedicated region
- Other duties as assigned
QUALIFICATIONS –
Minimum Requirements
- CPA, EA, or JD
- B.S. or B.A. in Accounting, Business Administration, or related degree
- Three years of experience in tax
- Excellent written and verbal communication skills
- Ability to communicate tax and financial advice clearly and effectively with the public in a variety of situations including but not limited to phone, email and videoconference calls with expat clients.
- Demonstrated effective people/leadership skills with a sincere desire to help others achieve success.
Preferred Qualifications
- Prior experience in client service or customer relationship management
- Prior experience preparing taxes for U.S. expatriates.
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:
- 5 years Minimum related 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.
- Two years experience in tax.
- Circular 230 credentials (Enrolled Agent, CPA, or Attorney) or willing to obtain within one year of employment.
About H&R Block…
H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve grown to have approximately 12,000 offices throughout the United States and around the world.
We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.
H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.