Experienced Tax Professional - Remote

H&R Block; Sacramento (CA); Remote; USD 15,153 - 110,208; Full time

Benefits offered by this job

Medical coverage with health support

401k Retirement Savings Plan

Flexible/remote opportunities

Job summary

A leading tax preparation service is seeking a Remote Tax Professional to assist clients with diverse tax needs. This role involves conducting tax interviews, generating client growth, and requires skills in communication and technology. Candidates should have experience completing tax returns and must meet continuing education requirements. Flexible remote opportunities are available.

Qualifications

• Experience completing individual tax returns.
• Ability to communicate complex tax situations concisely.
• Successful completion of the H&R Block Tax Knowledge Assessment.
• Available to work a minimum of 20 hours a week during peak tax season.

Responsibilities

• Conduct tax interviews with clients through virtual tools.
• Generate business growth and increase client retention.
• Communicate and coordinate regularly with team members.
• Grow your tax expertise.

Skills

Completing individual tax returns

Experience in a fast-paced environment

Technology skills (MS Teams and Outlook)

Communication of complex tax situations

Effective customer service techniques

Analytical and problem-solving skills

Research skills using tax tools

Education

High school diploma / equivalent or higher

Job description

Pay

Base pay range: $11.00/hr - $80.00/hr

About the 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.

Role

Remote Tax Professional — you\'ll serve clients with diverse tax needs and 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.

Qualifications

• 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).
• Ability to communicate complex tax situations concisely via phone, email and chat to inspire confidence in clients.
• 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 (e.g., IRS Publications/Instructions).

Benefits and Why Work For Us

• Medical coverage with health and 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 an equal opportunity employer. We welcome and celebrate diversity in the workplace and are committed to building a connected culture where everyone feels safe to bring their authentic self to work and belongs to the team.