Experienced Tax Professional - Remote

H&R Block; Duluth (GA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical coverage including mental health support

401k Retirement Savings Plan

Tax preparation benefit

Flexible/remote work opportunities

Job summary

A leading tax services company is seeking a Remote Tax Professional to support clients with diverse tax needs. This role involves conducting tax interviews and providing assistance through various virtual tools. Ideal candidates will have experience in tax returns, excellent communication skills, and a commitment to team success. The company emphasizes a supportive work culture and offers comprehensive benefits.

Qualifications

• Experience in completing individual tax returns.
• Access to high-speed, reliable internet.
• Experience working in a fast-paced environment.

Responsibilities

• Conduct tax interviews with clients.
• Support clients through virtual tools (video, phone, chat, email).
• Communicate and coordinate with team on remote work impact.

Skills

Conducting tax interviews

Customer service techniques

Analytical skills

Problem-solving skills

Effective communication

Education

High school diploma or equivalent

Tools

MS Teams

Outlook

Job description

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.

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.

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.

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 Assessment 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 - includes mental health support and coaching
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit - eligible associates can receive the same tax preparation as our clients, at no direct cost to you
• Flexible/remote opportunities, collaborative teams, and other perks

The Community You Will Join

At H&R Block we remain committed to building a Connected Culture — trust, care, and connections are how we work together as we create an environment where everyone feels safe to bring their authentic self to work and belongs as part of a larger team. You will be surrounded by colleagues who are committed to helping each other grow and support each other. H&R Block is an equal opportunity employer and celebrates 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.

Job Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industry: Retail

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2 enforcement note: References to multiple posted roles and locations appear in the original content but have been omitted here to avoid confusion and focus on the primary Remote Tax Professional role.