Experienced Tax Professional - Remote

Join H&R Block as an Experienced Tax Professional - Remote.

Our Company

H&R Block believes in the power of people helping people. The company's defining Purpose is to provide help and inspire confidence in clients, associates, and communities everywhere. H&R Block also believes in a high-performing, connected culture, where everyone feels like they belong.

The company strives to continuously improve its business and has committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth.

A Typical Day...

As a Remote Tax Professional, you will inspire people to make confident, informed decisions about their lives, careers, and money. You will build client relationships that will grow stronger every year and have the support of an expert team, dedicated to providing advanced tax training.

Responsibilities:

• Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools.
• 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.
• Grown your tax expertise.

Requirements:

• 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.

What You'll Bring to the Team:

• Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools.
• 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.
• Grow your tax expertise.

Your Expertise:

• 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).
• Inspire confidence in clients with your 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.
• Skill in researching information using various tax and publication tools to understand the client's need.

Why Work for Us:

H&R Block believes and invests in its people by committing to their total well-being. The company's benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs.

• Medical coverage - allows eligible associate well-being programs including mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit - allows eligible associates to receive the same tax preparation as clients, all with no direct cost to them.
• Other perks like flexible/remote opportunities that meet life, collaborative teams, and much more.

The Community You Will Join:

H&R Block remains committed to building a Connected Culture — one in which trust, care, and connections are how the company works together. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists.

Equal Opportunity

Employer:

H&R Block is an equal opportunity employer. The company welcomes and celebrates 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.

Pay Range Information:

The pay range for this position is $11.00 - $80.00/Hr.