Experienced Tax Professional - Remote

Overview

Join to apply for the Experienced Tax Professional - Remote role at H&R Block
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Remote tax professionals provide services to clients with a range of tax needs and receive support from an expert team with advanced tax training.

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

• CPA or Enrolled Agent certification (preferred).
• 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 proficiency with technology (specifically MS Teams and Outlook).
• Ability to communicate complex tax situations concisely via phone, email, and chat.
• Strong customer service, analytical, and problem-solving skills.
• Successful completion of the H&R Block Tax Knowledge Assessment2 or equivalent.
• High school diploma or equivalent or higher.
• Must complete continuing education requirements and meet 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 (e.g., IRS Publications/Instructions).

The Community You Will Join: 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.