Experienced Tax Professional - Remote

Overview

Remote Tax Professional position at H&R Block. You will serve clients with diverse tax needs with support from an expert team, receiving advanced tax training to be successful. Availability to work a minimum of 20 hours a week during peak tax season is required.

Responsibilities

• Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools (i.e., 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 remote work is impacting results
• Grow your tax expertise

Qualifications

• Experience completing individual tax returns
• Experience working in a fast-paced environment
• Access to high speed, reliable internet
• Experience in 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 / equivalent 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 to understand the client’s need (i.e., IRS Publications/Instructions)

What you’ll bring to the team

• Available to work remotely with virtual tools and collaborate with the team
• Strong client-service orientation and ability to build client relationships

Why work for us

At H&R Block, we invest in our people and offer benefits to support health, well-being, and financial wellness. Benefits include medical coverage, a 401k plan, tax prep benefits, and flexible/remote opportunities that fit your life.

The Community You Will Join

We are committed to building a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong to a larger team. You will be part of an environment recognized on Best Companies lists, with colleagues who help each other grow and succeed.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.