Experienced Tax Professional - Remote

Overview

Join to apply for the Experienced Tax Professional - Remote role at H&R Block
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Remote opportunity with an emphasis on providing tax services and client support.

• Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (i.e., 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

• Serve clients with diverse tax needs with the support of an expert team

• 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 (specifically 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 / equivalent or higher
• Must complete continuing education requirement and meet all other IRS and applicable state requirements
• Availability to work a minimum of 20 hours a week during peak tax season

• Medical coverage - includes mental health support and coaching
• 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
• Flexible/remote opportunities, collaborative teams, and other perks

At H&R Block we remain committed to building a Connected Culture — trust, care, and connections are how we work together, with everyone feeling they belong as part of a larger team. You will be surrounded by colleagues who are committed to helping each other grow and support each other.

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. 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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