Experienced Tax Professional - Remote

Overview

Joining H&R Block as a Remote Tax Professional means you’ll serve clients with diverse tax needs and you’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful. You’ll inspire people to make confident, informed decisions about their lives, careers, and money, and build client relationships that grow stronger every year.

Our company focuses on helping people and delivering a connected culture where everyone belongs. We are committed to a long-term transformation known as Block Next, emphasizing innovation, client experience, and sustainable growth.

• 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.
• Collaborate with leaders and peers to communicate how remote work is impacting results and coordinate accordingly.
• Grow tax expertise through ongoing training and practical application.

• Experience completing individual tax returns; CPA or Enrolled Agent certification desirable.
• Experience completing complex tax returns and tax planning; 5+ years in accounting, finance, bookkeeping or tax.
• Experience conducting virtual tax interviews that build client confidence.
• Sales and/or marketing experience is a plus.
• Access to high-speed, reliable internet; proficient with technology (MS Teams and Outlook).
• Ability to communicate complex tax situations concisely via phone, email and chat; strong customer service skills.
• Analytical and problem-solving skills; successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
• High school diploma or higher; must meet continuing education requirements and IRS/state requirements; available to work a minimum of 20 hours per week during peak tax season.
• Proficiency in researching tax information using various tools (e.g., IRS Publications/Instructions).

• Medical coverage with mental health support and coaching; 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit for associates at no direct cost to you.
• Flexible/remote opportunities and collaborative teams.

H&R Block is committed to a Connected Culture where trust, care, and connections support a safe environment for everyone to bring their authentic self to work. You will join colleagues who help each other grow and succeed. H&R Block is an equal opportunity employer celebrating diversity in the workplace.