Experienced Tax Professional - Remote

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

Benefits offered by this job

Medical coverage

401(k) Retirement Savings Plan

Flexible remote opportunities

Job summary

A leading tax services firm is seeking an Experienced Tax Professional to provide remote support for clients with diverse tax needs. Responsibilities include conducting tax interviews, enhancing client retention, and collaborating with teams. Ideal candidates should have experience in tax preparation, strong analytical skills, and be equipped to work a minimum of 20 hours weekly during peak seasons. This position offers flexible working conditions and comprehensive benefits.

Qualifications

• Must complete continuing education and meet IRS requirements.
• Availability for a minimum of 20 hours during peak tax season.

Responsibilities

• Conduct tax interviews with clients via virtual tools.
• Generate business growth and increase client retention.
• Communicate regularly about remote work impact.
• Grow tax expertise.

Skills

Experience completing individual tax returns

Analytical and problem-solving skills

Experience working in a fast-paced environment

Ability to communicate complex tax situations

Skill in researching tax publications

Education

High school diploma / equivalent or higher

Tools

MS Teams

Outlook

Job description

Experienced Tax Professional - Remote at H&R Block

Overview

Joining H&R Block as a Remote Tax Professional means you’ll serve clients with diverse tax needs and have the support of an expert team, dedicated to providing 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

Qualifications & Expertise

• Experience completing individual tax returns
• Experience working in a fast-paced environment
• Access to high speed, reliable internet
• Experience and skill in technology (specifically 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 / equivalent or higher
• Must complete continuing education requirement 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 tax publications and tools to understand client needs

Why work for us

• Medical coverage and mental health support, coaching
• 401(k) Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit for eligible associates
• Flexible/remote opportunities, collaborative teams, and additional benefits

Additional Details

• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industries: Retail

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.

Enrollment in or completion of the H&R Block Income Tax Course is not a guarantee of employment.