Experienced Tax Professional - Remote

Overview

Experienced Tax Professional - Remote at H&R Block
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Join to apply for the same role at H&R Block. This position is remote and involves serving clients with diverse tax needs with support from an expert team and advanced tax training.

• Conduct tax interviews with clients through virtual tools (video conferencing, phone, chat, email).
• Support DIY online tax clients and assist with tax planning and advisory needs.
• Generate business growth, increase client retention, and offer additional products and services.
• Collaborate with leaders and peers to communicate how remote work impacts results and coordinate accordingly.
• Grow tax expertise and stay up-to-date with tax regulations.

• Experience completing individual tax returns; experience with complex tax returns is a plus.
• 5+ years of experience in accounting, finance, bookkeeping, or tax.
• CPA or Enrolled Agent certification is a plus.
• Experience conducting virtual tax interviews that instill client confidence.
• Tax planning and audit support experience.
• Access to high-speed, reliable internet and proficiency with technology (MS Teams and Outlook).
• Strong communication skills to convey complex tax information clearly via phone, email, and chat.
• Analytical and problem-solving abilities.
• High school diploma or higher; continuing education and all IRS/state requirements must be met.
• Availability to work a minimum of 20 hours per week during peak tax season.
• Ability to research tax information using various tools (e.g., IRS Publications/Instructions).

• Ability to build client relationships and support clients through virtual channels.
• Drive for business growth and client retention; identify opportunities to offer additional services.
• Team-oriented mindset; communicate and coordinate with leaders and peers about remote work impact.
• Commitment to ongoing tax learning and professional development.

H&R Block invests in people and well-being, offering benefits that support health, well-being, and financial wellness. Benefits may include medical coverage, retirement plans, and employee incentives. Flexible/remote opportunities and collaborative teams are part of our culture.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

We are committed to a connected culture where trust, care, and connections help everyone feel they belong. You will be part of an environment recognized on Best Companies lists, with colleagues who support each other’s growth.

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

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