Experienced Tax Professional - Remote

H&R Block; Birmingham (AL); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical coverage

401k Retirement Savings Plan

Tax prep benefit

Flexible/remote opportunities

Job summary

A leading tax service provider is seeking an Experienced Tax Professional for a remote role. Candidates should have over 5 years of experience in accounting or tax, CPA or Enrolled Agent certification, and strong customer service skills. Responsibilities include conducting tax interviews and supporting clients with diverse tax needs. This position offers flexible hours and a collaborative work environment while ensuring ongoing professional development.

Qualifications

• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience completing complex tax returns.
• Availability to work a minimum of 20 hours a week during peak tax season.

Responsibilities

• Conduct tax interviews with clients using virtual tools.
• Generate business growth and increase client retention.
• Collaborate as part of a team and report impacts of remote work.

Skills

Accounting

Customer Service

Analytical Skills

Problem Solving

Communication

Education

High school diploma or equivalent

CPA or Enrolled Agent certification

Tools

MS Teams

Outlook

Job description

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

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.

Overview

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.

Responsibilities

• 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.
• Communicate and coordinate regularly with leaders and peers about how remote work is impacting results; collaborate as part of a team.
• Grow your tax expertise.

Qualifications

• 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 and working in a fast-paced environment.
• Access to high speed, reliable internet and proficiency with technology (MS Teams and Outlook).
• Ability to communicate complex tax situations concisely via phone, email and chat; strong customer service skills.
• 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 requirements and meet all applicable IRS and state requirements.
• Availability to work a minimum of 20 hours a week during peak tax season.
• Skill in researching information using tax publications and tools to understand client needs.

Benefits

• Medical coverage and well-being programs, including mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit for associates, with no direct cost to you.
• Flexible/remote opportunities, collaborative teams, and additional perks.

The Community You Will Join

H&R Block is committed to building a Connected Culture where trust, care, and connections help everyone belong as part of a larger team. You will be surrounded by colleagues who support each other and contribute to an exceptional work environment recognized on Best Companies lists.

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.

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.

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