Experienced Tax Professional - Remote

Overview

Remote Tax Professional at H&R Block. You’ll serve clients with diverse tax needs and have the support of an expert team, including advanced tax training to help you be successful.

• 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 your 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 skill in technology (specifically MS Teams and Outlook).
• Ability to communicate complex tax situations concisely via phone, email and chat to inspire confidence in clients.
• Experience utilizing effective customer service techniques.
• Analytical and problem-solving skills.
• Successful completion of the H&R Block Tax Knowledge Assessment2 or equivalent.
• High school diploma or higher.
• Must complete continuing education requirements and meet all 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).

• Ability to conduct tax interviews with clients and support DIY online tax clients through virtual tools.
• Drive business growth, increase client retention, and offer additional products and services.
• Collaborative mindset; communicate with leaders and peers about remote work impact on results.
• Grow your tax expertise.

• Medical coverage with well-being and mental health support options.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit for associates, with no direct cost to you.
• Flexible/remote opportunities and collaborative teams, among other perks.

At H&R Block we are committed to building a Connected Culture where trust, care, and connections help us work together and make everyone feel safe to bring their authentic self to work.

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.