Experienced Tax Professional - Remote

Overview

Experienced Tax Professional - Remote at H&R Block. This role involves serving clients with diverse tax needs and leveraging an expert team with advanced tax training to be successful.

Location:

Remote.

Employment type:

Full-time. Seniority level:
Not Applicable.

• Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools (video conferencing, phone, chat, email).
• Generate business growth, increase client retention, and offer additional products and services.
• Understand that teamwork is essential to our success — communicate and coordinate regularly with leaders and peers about how your remote work is impacting results.
• Grow your tax expertise.

• Experience completing individual tax returns.
• Experience working in a fast-paced environment.
• Access to high speed, reliable internet.
• Experience and skilled in technology (specifically MS Teams and Outlook).
• Inspire confidence in clients by communicating complex tax situations concisely via phone, email and chat.
• Experience utilizing effective customer service techniques.
• Analytical and problem-solving skills.
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
• High school diploma / equivalent or higher.
• Must complete continuing education requirements and meet all IRS and applicable state requirements.
• Availability to work a minimum of 20 hours a week during peak tax season.
• Skill in researching information using various tax and publication tools to understand the client’s needs (IRS Publications/Instructions).

• CPA or Enrolled Agent certification.
• Experience completing complex tax returns.
• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience conducting virtual tax interviews that create confidence in clients.
• Tax planning and audit support experience.
• Sales and/or marketing experience.

• Medical coverage, mental health support and coaching through eligible associate well-being programs.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit — eligible associates receive the same tax preparation as clients, at no direct cost to you.
• Other perks including flexible/remote opportunities, collaborative teams, and more.

We are committed to a Connected Culture where trust, care, and connections help us build an environment where everyone feels they belong. You will be part of an exceptional work environment recognized worldwide for excellence and collaboration. H&R Block is an equal opportunity employer and values diversity in the workplace.

If you’re looking to make an impact, H&R Block is the place for you.

Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.

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