Experienced Tax Professional - Remote

Overview

Experienced Tax Professional - Remote at H&R Block

Join H&R Block to serve clients with diverse tax needs, supported by an expert team and 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.
• Collaborate with leaders and peers to coordinate remote work and impact results.
• Grow tax expertise and stay current with tax regulations and services.

• Experience completing individual tax returns.
• Experience working in a fast-paced environment.
• Access to high-speed, reliable internet.
• Experience with 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 or higher.
• Must complete continuing education and meet IRS and applicable state requirements.
• Availability to work a minimum of 20 hours per week during peak tax season.
• Skill in researching information using various tax publications and tools (e.g., IRS Publications/Instructions).

• 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 build client confidence.
• Tax planning and audit support experience.
• Sales and/or marketing experience.

• Medical coverage including mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit for associates with no direct cost.
• Flexible/remote opportunities, collaborative teams, and additional perks.

H&R Block is committed to a Connected Culture where trust, care, and connections help everyone belong. We are an equal opportunity employer welcoming diverse candidates.

Enrollment in or completion of the H&R Block Income Tax Course is not a guarantee of employment.

Sponsored Job · #46104

Location:

Wheeling, WV