Experienced Tax Professional - Remote

H&R Block; Fort Pierce (FL); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical coverage with mental health support

401k Retirement Savings Plan

Flexible/remote opportunities

Job summary

A leading tax services firm is hiring a Remote Tax Professional to assist clients with tax needs. You will conduct tax interviews and support clients using virtual tools, requiring strong communication skills and experience in tax preparation. The ideal candidate should have a high school diploma and be available to work during peak tax season. The company offers comprehensive benefits, including medical coverage and retirement plans.

Qualifications

• Experience completing individual tax returns.
• Experience working in a fast-paced environment.
• 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.
• Communicate and coordinate regularly with leaders about remote work impact.

Skills

Conducting tax interviews

Generating business growth

Strong communication skills

Customer service techniques

Analytical and problem-solving skills

Education

High school diploma or higher

Tools

MS Teams

Outlook

Job description

Overview

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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.

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.
• 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.

What you\'ll bring to the team

• Visible ability to conduct tax interviews and support online tax clients through virtual tools.
• Experience in generating business growth and increasing client retention.
• Strong communication with leaders and peers about remote work impact on results.

Your Expertise

• Experience completing individual tax returns.
• Experience working in a fast-paced environment.
• Access to high-speed, reliable internet.
• Experience with technology (MS Teams and Outlook).
• Ability to communicate complex tax situations concisely via phone, email and chat to inspire client confidence.
• 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 or higher.
• Must complete continuing education requirements and meet all 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 needs (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 with mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit — associates can receive the same tax preparation as our clients, at no direct cost to you.
• Flexible/remote opportunities, collaborative teams, and more.

The Community You Will Join

We remain committed to building a Connected Culture — trust, care, and connections are how we work together to 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 immersed in an exceptional work environment that is recognized on Best Companies lists. You will be surrounded by colleagues who support each other and help each other grow.

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.

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Fort Pierce, FL