Experienced Tax Professional - Remote
Santa Rosa, Sonoma County, California, 95402, USA
Listed on 2025-12-02
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Finance & Banking
Tax Accountant, Tax Advisor
Overview
Seasonal Bilingual Credentialed Tax Professional - Work From Home. This remote role serves clients with diverse tax needs and is supported by an expert team with advanced tax training.
Joining H&R Block as a Remote Tax Professional means you’ll work with clients remotely and have access to tools and resources to help you provide accurate tax support.
A typical day involves inspiring clients to make confident, informed decisions about their lives, careers, and money, and building client relationships that grow stronger over time.
Responsibilities- Conduct tax interviews with clients and assist 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.
- Collaborate with leaders and peers to communicate how remote work is impacting results; prioritize teamwork and regular coordination.
- Grow tax expertise and stay current with tax guidance and software.
- Experience completing individual tax returns.
- Experience working in a fast-paced environment.
- Access to high speed, reliable internet.
- Experience and skill with technology (specifically MS Teams and Outlook).
- Ability to communicate complex tax situations concisely via phone, email and chat to inspire client confidence.
- 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 or higher.
- Must complete continuing education requirements and meet IRS and applicable state requirements.
- Availability to work a minimum of 20 hours per week during peak tax season.
- Skill in researching information using various tax and publication tools to understand client needs (e.g., IRS publications/instructions).
- Ability to conduct tax interviews and support clients through virtual tools (video, phone, chat, email).
- Commitment to growing client base and offering additional products and services.
- Team-oriented mindset with effective communication and coordination with leaders and peers.
At H&R Block, we believe in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities. We strive for a high performing, connected culture where everyone feels they belong, and we are dedicated to a long-term strategy focused on innovation, client experience, and sustainable growth.
We are curious, creative, and ready to embrace challenges as opportunities to make a meaningful difference where you live, work, and play.
Benefits- Medical coverage with well-being programs including mental health support and coaching.
- 401(k) Retirement Savings Plan and Employee Stock Purchase Plan.
- Tax prep benefit for associates, with no direct cost.
- Flexible/remote opportunities, collaborative teams, and additional perks.
H&R Block is an equal opportunity employer. We 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. Enrollment in or completion of the H&R Block Income Tax Course is not a guarantee of employment. All required IRS and state requirements must be met.
Pay Range: $11.00 - $80.00 per hour. Local minimum wage laws apply. Pay decisions depend on experience, education, skill, performance, and geographic location. Eligible associates may participate in incentive plans and benefits described above.
Seasonal/
Contract:
This is a seasonal role with potential for ongoing opportunities. Referrals may increase interview chances.
Location:
Remote/Work From Home.
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