Experienced Tax Professional - Remote

Overview

Experienced Tax Professional - Remote at H&R Block. Join to apply for this role and provide tax services to clients with the support of an expert team and advanced tax training.

• 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 success — communicate and coordinate regularly with leaders and peers about how remote work is impacting results.
• Grow tax expertise and stay current with tax knowledge and compliance.

• 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
• Experience completing individual tax returns
• Experience working in a fast-paced environment
• Access to high speed, reliable internet
• Experience and skill in technology (MS Teams and Outlook)
• Ability to communicate 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 or equivalent or higher
• Must complete continuing education requirements and meet IRS/state requirements
• Availability to work a minimum of 20 hours a week during peak tax season
• Skill in researching information using tax publications and tools

• Medical coverage and mental health support
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit for associates
• Flexible/remote opportunities, collaborative teams, and other perks

H&R Block is an equal opportunity employer. We value diversity and strive to create an inclusive environment where everyone belongs. We are committed to a connected culture built on trust, care, and collaboration.

Enrollment in or completion of the H&R Block Income Tax Course is not a guarantee of employment.

Note: This posting may include other related roles and salary ranges in the area; refer to the job listing for specifics.

Locations mentioned:
Cleveland, OH and Brook Park, OH are included in market postings.

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