Experienced Tax Professional - Remote

Overview

Join to apply for the Experienced Tax Professional - Remote role at H&R Block
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As a Remote Tax Professional, you will serve clients with diverse tax needs and have the support of an expert team, with advanced tax training provided to help you be successful.

• 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.
• Communicate and coordinate regularly with leaders and peers about how your remote work is impacting results; team collaboration is essential to success.
• Grow your tax expertise.

• CPA or Enrolled Agent certification (preferred).
• Experience completing complex tax returns and individual tax returns.
• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience conducting virtual tax interviews that build client confidence.
• Tax planning and audit support experience.
• Sales and/or marketing experience.
• Access to high speed, reliable internet.
• Experience and skilled use of technology (MS Teams and Outlook).
• Ability to communicate complex tax situations concisely via phone, email and chat.
• Effective customer service techniques, analytical and problem-solving skills.
• High school diploma or higher; must complete continuing education requirements and meet IRS/state requirements.
• Availability to work a minimum of 20 hours per week during peak tax season.
• Ability to research information using various tax publications and tools (e.g., IRS Publications/Instructions).

• Medical coverage with wellbeing programs including mental health support and coaching.
• 401k retirement savings plan and Employee Stock Purchase Plan.
• Tax preparation benefit for associates with no direct cost to you.
• Flexible/remote opportunities, collaborative teams, and additional benefits.

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.

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