Associate Manager, Expat Tax

H&R Block

. Oversee and facilitate high-quality U.S.

Posted 10/5/2026full-timeRemote • Missouri • United StatesJuniorMid-Level💰 $81,600 - $122,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in U.S. tax preparation, planning, and audit representation for expatriate clients, with strong leadership and client management skills. Proficient in analyzing international tax issues and providing clear communication of tax advice in a virtual environment.

Highest-signal resume keywords

U.S. Tax PreparationClient AcquisitionLeadership SkillsCircular 230 CredentialsTax Research

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax PreparationTax ResearchInternational Tax IssuesData AnalysisPerformance EvaluationWorkflow ManagementIRS Audit EngagementsClient ServiceTax Return ReviewTime Management

Soft Skills

Effective CommunicationInterpersonal SkillsPublic SpeakingTeam LeadershipCustomer Relationship Management

Tools & Technologies

Virtual Business ToolsCollaboration Tools

Certifications & Qualifications

Enrolled AgentCPAAttorney

Industry Keywords

U.S. Expatriate TaxHigh-Net-Worth IndividualsDelinquent FilersTax ComplianceFinancial Systems

About the role

Key responsibilities & impact

Oversee and facilitate high-quality U.S. tax preparation, planning, and audit representation services for U.S. expatriate clients through a virtual platform
Manage a book of business for U.S. expatriate clients in designated countries, including delinquent filers, business owners, and high-net-worth individuals
Conduct new client interviews and analyze international tax issues to prepare complete and accurate U.S. tax returns
Follow internal guidelines for tax return review and referral
Seek new clients through referrals and execute client acquisition plans
Participate in hiring decisions for non-signing tax preparers
Manage the team toward quarterly productivity and efficiency targets
Review team work and conduct meaningful performance evaluations
Manage tax preparation workflows to meet timelines and provide excellent customer service
Research and analyze tax positions relevant to designated countries with regional leadership
Prepare tax returns for new clients and clients with complex tax issues when necessary
Provide tax research support on complex issues encountered by the team
Develop knowledge of foreign tax and financial systems in designated countries
Assist with transitioning acquired clients to the H&R Block Expat Tax Services brand
Build rapport with clients using global experience, education, or insights
Handle IRS audit engagements for clients in the designated region
Attend paid initial training and ongoing continuing education
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
Ability to communicate tax and financial advice clearly and effectively with the public in a variety of situations, including 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 willingness to obtain within one year of employment
Demonstrated effective leadership skills with a sincere desire to help others achieve success
Effective time management skills and 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
Prior experience in client service or customer relationship management preferred
Prior experience preparing taxes for U.S. expatriates preferred

Benefits

Comp & perks

Competitive pay
Medical and prescription drug coverage for qualifying associates and eligible dependents
H&R Block Retirement Savings Plan (401(k) Plan)
Employee Assistance Program
(Virtual) fitness center programs
Associate discount program
Business Travel Accident Insurance
Associate Tax Prep benefit
Robust paid training at the outset of the assignment
Ongoing continuing education offered by the company
Potential incentive compensation or short-term incentive plans