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Experienced Tax Professional - Remote

Remote / Online - Candidates ideally in
Billings, Yellowstone County, Montana, 59107, USA
Listing for: H&R Block
Remote/Work from Home position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Tax Accountant, Tax Advisor
  • Accounting
    Tax Accountant, Tax Advisor
Job Description & How to Apply Below

Experienced Tax Professional - Remote

Join to apply for the Experienced Tax Professional - Remote role at H&R Block
.

Our Company

At H&R Block, we believe in the power of people helping people. Our Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high‑performing, connected culture where everyone feels like they belong.

We continuously improve our business with a long‑term strategy known as Block Next, focusing on innovation, client experience, and sustainable growth. This roadmap elevates how we work, serve, and lead in the industry.

A Typical Day

As a Remote Tax Professional, you will inspire clients to make confident, informed decisions about their finances. You’ll build and grow client relationships, serve clients with diverse tax needs, and receive advanced tax training from an expert team.

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 build client confidence
  • 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 (video, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Communicate and coordinate regularly with leaders and peers, especially as a remote worker
  • Grow your tax expertise
Your Expertise
  • Experience completing individual tax returns
  • Experience working in a fast‑paced environment
  • Access to high‑speed, reliable internet
  • Proficiency with technology (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 / equivalent or higher
  • Must complete continuing education and meet all IRS and state requirements
  • Availability to work a minimum of 20 hours per week during peak tax season
  • Skill in researching tax and publication tools (e.g., IRS publications)
Why Work for Us

We invest in our people’s total well‑being, offering benefits that support health, wellness, and financial goals.

Benefits
  • Medical coverage and health‑wellness programs, including mental health support and coaching
  • 401(k) retirement savings plan and employee stock purchase plan
  • Tax prep benefit for eligible associates – tax preparation at no direct cost
  • Flexible remote opportunities and collaborative teams
Community

We build a Connected Culture focused on trust, care, and collaboration. Our workplace is recognized worldwide for excellence and supports growth and mutual support.

H&R Block is an equal‑opportunity employer. We welcome and celebrate diversity in all its forms.

Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.

Seniority Level

Not Applicable

Employment Type

Full‑time

Job Function

Accounting, Auditing, and Finance

Industries

Retail

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