Experienced Tax Professional - Remote

H&R Block

Jacksonville (FL)

Remote

USD 60,000 - 75,000

Full time

14 days+

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Benefits offered by this job

Medical coverage

401k Retirement Savings Plan

Flexible/remote work opportunities

Tax prep benefit

Job summary

A leading tax services company is seeking an Experienced Tax Professional for a remote position in Jacksonville, FL. The role requires CPA or Enrolled Agent certification, strong expertise in complex tax returns, and the ability to conduct virtual interviews. Candidates should have at least 5 years of experience in the finance or tax fields. The company offers competitive benefits and a collaborative work culture.

Qualifications

5+ years of experience in accounting, finance, bookkeeping or tax.
Tax planning and audit support experience.
Must complete continuing education requirement and meet IRS requirements.

Responsibilities

Conduct tax interviews with clients using virtual tools.
Generate business growth and increase client retention.
Grow your tax expertise through ongoing learning.

Skills

CPA or Enrolled Agent certification

Experience completing complex tax returns

Experience conducting virtual tax interviews

Analytical and problem-solving skills

Sales and/or marketing experience

Education

High school diploma / equivalent 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.

Responsibilities

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

What you\'ll bring to the team

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

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.

Job Details