Experienced Tax Professional - Remote

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

Overview

Join to apply for the Experienced Tax Professional - Remote role at H&R Block. This position serves clients with diverse tax needs and provides you 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 - communicate and coordinate regularly with leaders and peers about how your remote work is impacting results
• Grow your tax expertise

• Serve clients with diverse tax needs and collaborate with an expert team
• Participate in advanced tax training provided by the company
• Engage in tax interviews and client communications via remote tools

• 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
• Access to high speed, reliable internet
• Experience and skilled 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 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

• Medical coverage and mental health support
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit for associates
• Flexible/remote opportunities and collaborative teams

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

We remain committed to building a Connected Culture where trust, care, and connections help us work together and support each other. 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.