Experienced Tax Professional - Remote

Overview

Join to apply for the Experienced Tax Professional - Remote role at H&R Block
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Joining H&R Block as a Remote Tax Professional means you’ll serve clients with diverse tax needs and you’ll have the support of an expert team, with advanced tax training to 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 and communicate regularly with leaders and peers about how your remote work is impacting results.
• Grow your tax expertise.

• Experience completing individual tax returns.
• Experience working in a fast-paced environment.
• Access to high speed, reliable internet.
• Experience and skilled use of technology (specifically MS Teams and Outlook).
• Ability to communicate complex tax situations concisely via phone, email, and chat, inspiring 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 / 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 client needs (e.g., IRS Publications/Instructions).
• 5+ years of experience in accounting, finance, bookkeeping or tax (preferred).
• Experience completing complex tax returns (preferred).
• Sales and/or marketing experience (preferred).

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

H&R Block is committed to a Connected Culture where trust, care, and connections help everyone feel they belong. The company promotes a welcoming environment and values diversity in the workplace.