Experienced Tax Professional - Remote

H&R Block; Beckley (WV); Remote; USD 40,000 - 60,000; Full time

Job summary

A leading tax service provider is seeking a Remote Tax Professional to inspire clients to make confident tax decisions. Responsibilities include conducting virtual tax interviews, building strong client relationships, and contributing to team success. Candidates should have a CPA or Enrolled Agent certification and over 5 years of experience in tax or finance. This role offers flexible opportunities and comprehensive benefits.

Benefits

Medical coverage including mental health support

401k Retirement Savings Plan

Tax prep benefit for associates

Qualifications

• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience completing individual tax returns.
• Must complete continuing education requirement.

Responsibilities

• Conduct tax interviews with clients remotely.
• Generate business growth and increase client retention.
• Communicate effectively with team members.

Skills

CPA or Enrolled Agent certification

Experience in accounting, finance, bookkeeping, or tax

Strong communication skills

Analytical and problem-solving skills

Customer service techniques

Education

High school diploma or equivalent

Tools

MS Teams

Outlook

Job description

Overview

Our Company At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we\'re curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A Typical Day... As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block as a Remote Tax Professional means you’ll serve clients with diverse tax needs and you’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful. It would be even better if you also had...

• 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

What you\'ll bring to the team...

• Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (i.e., 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

Your Expertise

• Experience completing individual tax returns
• Experience working in a fast-paced environment
• Access to high speed, reliable internet
• Experience and skilled in technology (specifically MS Teams and Outlook)
• Inspire confidence in our clients with your 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 Assessment2 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)

Why work for us

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

• Medical coverage - allows eligible associate well-being programs including mental health support and coaching
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!
• Other perks like flexible/remote opportunities that meet your life, collaborative teams and much more!

The Community You Will Join

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

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.

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.

Sponsored Job

#46106