Experienced Tax Professional - Remote

Overview

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At H&R Block, we believe in the power of people helping people. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This role supports clients with diverse tax needs and is remote.

• 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 our success - communicate and coordinate regularly with leaders and peers about how your remote work is impacting results.
• Grow tax expertise.

• 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 skilled 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 IRS/state requirements
• Availability to work a minimum of 20 hours a week during peak tax season
• Ability to research information using tax publications and instructions

• Conduct tax interviews with clients and support DIY online tax clients through virtual tools
• Grow client base and retention; promote additional products and services
• Collaborate effectively with remote team and leaders
• Develop tax expertise

• Pay range: $11.00 - $80.00 per hour (local laws apply)
• Medical coverage and mental health support; 401k and Employee Stock Purchase Plan
• Tax prep benefit for associates; flexible/remote opportunities

We are committed to a Connected Culture where trust, care, and connections help everyone belong. We offer an exceptional work environment recognized globally and opportunities to grow with supportive colleagues. H&R Block is an equal opportunity employer that values diversity.

Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.