Experienced Tax Professional - Remote

Overview

Experienced Tax Professional - Remote at H&R Block. Join to apply for this role and provide tax services to clients with diverse needs, supported by an expert team and comprehensive training.

What you’ll do

• 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.
• Collaborate with leaders and peers to communicate how remote work impacts results; coordinate regularly to ensure success.
• Grow tax expertise and stay current with tax laws and practices.

Qualifications

• CPA or Enrolled Agent certification (preferred).
• Experience completing complex tax returns and individual tax returns.
• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience conducting virtual tax interviews and providing confident client service.
• Tax planning and audit support experience.
• Access to high-speed, reliable internet; proficient with MS Teams and Outlook; strong technology skills.
• High school diploma or higher; ability to meet continuing education requirements and IRS/state requirements.
• Availability to work a minimum of 20 hours per week during peak tax season.
• Ability to research information using tax tools and IRS publications to understand client needs.

What you’ll bring to the team

• Ability to conduct tax interviews with clients and support do-it-yourself online tax clients via virtual tools.
• Efficiently grow client base, retention, and cross-sell additional services.
• Communicate and coordinate with leaders and peers about remote work impact on results.
• Commitment to teamwork and ongoing professional development.

Benefits and culture

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

Company and equal opportunity

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.