Role Description As an Associate Manager, Expat Tax 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. Qualifications - 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 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. - Proficiency in reviewing data-related reports and driving informed actions with the team. - 5 years of experience in tax preparation and/or tax research. Benefits - 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). - Access to the Employee Assistance Program. - Participation in (virtual) fitness center programs and the associate discount program. - Automatically enrolled in Business Travel Accident Insurance. - Receive Associate Tax Prep benefit. Pay Range The pay range for this position is $81,600.00 - $122,400.00/Yr. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.

• Provide bill pay services for elders and high-net-worth client families • Prepare straightforward personal tax returns, primarily for W-2 households • Shape how the practice grows, including how we manage the natural seasonality of tax work • Collaborate with other team leaders to design repeatable systems that fit within our existing framework.

• Be an indirect tax subject matter expert (global VAT/GST) for our Merchant of Record product, specifically managing the complexity of shifting tax liability via marketplace and agency rules. • Support Stripe’s expansion into new international markets, ensuring SMP remains compliant with varying global tax regulations. • Participate in policy matters affecting indirect taxes internationally. • Collaborate with the international indirect tax compliance team, and the international accounting teams on VAT/GST compliance, assisting with the ongoing enhancement of the indirect tax compliance processes. • Supporting management of indirect tax audits and other indirect tax matters involving tax authorities internationally. • Work with other tax team members and product and engineering teams to help define requirements and collaborate on the design and build of tax solutions for the MoR product. • Promote indirect tax awareness and knowledge including training and liaising with business and tax partners on changes to indirect tax legislation, systems, policies and processes.

• Prepare and file US individual and corporate tax returns (Forms 1040, 1120, 1120-S, 1099) accurately and within deadlines. • Research and stay updated on US tax laws, regulations, and compliance requirements. • Advise clients on tax planning strategies to minimize tax liabilities and maximize deductions. • Review and analyze financial data, identifying potential tax savings opportunities. • Ensure compliance with internal controls and quality standards for tax preparation. • Collaborate with cross-functional teams to gather necessary information for tax reporting. • Provide tax-related support during audits and respond to client inquiries promptly. • Maintain client confidentiality and adhere to ethical standards in tax practice. • Stay informed about industry trends and best practices in US taxation.