Experienced Tax Professional - Remote

Overview

Experienced Tax Professional - Remote at H&R Block

Join H&R Block to provide tax services remotely, with access to advanced training and a supportive team.

• 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.
• Communicate and coordinate regularly with leaders and peers about how your remote work is impacting results.
• Grow your tax expertise through ongoing learning and practice.

• 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 to inspire client confidence
• 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 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)

• Medical coverage with well-being programs including mental health support and coaching
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit for eligible associates
• Flexible/remote opportunities and collaborative teams

H&R Block is committed to a Connected Culture where trust, care, and connections help everyone belong. We strive for a diverse, inclusive environment and encourage authentic contributions from all team members.

H&R Block is an equal opportunity employer. We welcome and 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.