Experienced Tax Professional - Remote

Overview

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

Remote Tax Professional position offering the opportunity to serve clients with diverse tax needs with support from an expert team and access to advanced tax training.

• 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.
• 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 (i.e., IRS Publications/Instructions).

At H&Block Block Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their health, well-being, and financial wellness needs.

• Medical coverage with mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit — eligible associates can receive the same tax preparation as our clients, at no direct cost to you.
• Other perks like flexible/remote opportunities, collaborative teams, and more.

We remain committed to building a Connected Culture where trust, care, and connections are how we work together. You will be part of a larger team that supports authentic self-expression and belonging. H&R Block is an equal opportunity employer and values diversity in the workplace.

If you’re looking to make an impact, H&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.