California Licensed Tax Professional

HRB Digital LLC (H&R Block); United States; Remote; USD 50,000 - 75,000; Full time

Job summary

A digital tax services company is seeking an Experienced Tax Professional to conduct remote tax interviews and support clients using virtual tools. Candidates should have at least a high school diploma, over 5 years of experience in accounting or finance, and skills in client communication. This remote position focuses on generating business growth and increasing client retention.

Qualifications

• High school diploma or equivalent; completion of continuing education requirements.
• Experience completing individual tax returns.
• 5+ years of experience in accounting, finance, bookkeeping, or tax.

Responsibilities

• Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools.
• Generate business growth and increase client retention.
• Communicate regularly with leaders about remote work impacts.

Skills

Individual tax return completion

Client communication

Business growth strategies

Education

High school diploma or equivalent

Job description

A company is looking for an Experienced Tax Professional - Remote.

Key Responsibilities

• Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools
• Generate business growth, increase client retention, and offer additional products and services
• Communicate and coordinate regularly with leaders and peers about remote work impacts on results

Required Qualifications, Training, and Education

• High school diploma or equivalent; completion of continuing education requirements
• Experience completing individual tax returns
• 5+ years of experience in accounting, finance, bookkeeping, or tax
• Access to high-speed, reliable internet
• Successful completion of the Tax Knowledge Assessment or equivalent