Experienced Tax Professional - Remote

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

Joining H&R Block as a Remote Tax Professional means you’ll serve clients with diverse tax needs and have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

We are focused on a connected culture and a multi-year transformation plan known as Block Next, designed to elevate how we work, how we serve, and how we lead in our industry.

• 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

• 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)
• Inspire confidence in our clients with the 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 requirement and meet all other 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 (e.g., IRS Publications/Instructions)

• CPA or Enrolled Agent certification (preferred)
• 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

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

At H&R Block we are committed to a Connected Culture where trust, care, and connections help each other grow. We welcome diverse perspectives and strive to create an environment where everyone belongs.

H&R Block is an equal opportunity employer and we celebrate diversity in the workplace.

If you’re looking to make an impact, H&R Block is the place for you.

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

Sponsored Job
#18901