Experienced Tax Professional - Remote

H&R Block

Sioux Falls (SD)

Remote

USD 90,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Medical coverage including mental health support

401k Retirement Savings Plan

Tax prep benefit for associates

Flexible/remote opportunities

Job summary

A leading tax preparation firm is seeking an Experienced Tax Professional to work remotely in Sioux Falls, SD. You will build client relationships, conduct virtual tax interviews, and provide expert advice on tax issues. The ideal candidate has a CPA or Enrolled Agent certification and at least 5 years of experience in tax preparation. The position offers competitive salary and flexible work arrangements.

Qualifications

Must complete continuing education requirement and meet all other IRS and applicable state requirements.
Skill in researching information using various tax tools.

Responsibilities

Conduct tax interviews with clients using virtual tools.
Generate business growth and increase client retention.
Communicate and coordinate with leaders about remote work results.

Skills

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

Tax planning and audit support experience

Sales and/or marketing experience

Experience in a fast-paced environment

Access to high speed, reliable internet

Experience with MS Teams and Outlook

Analytical and problem-solving skills

Education

High school diploma / equivalent or higher

Job description

Overview

Join to apply for the Experienced Tax Professional - Remote role at H&R Block

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.

If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

What’s 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.

It would be even better if you also had...

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

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
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
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)

Benefits

Medical coverage - includes well-being programs including mental health support and coaching
401k Retirement Savings Plan and Employee Stock Purchase Plan
Tax prep benefit - eligible associates receive the same tax preparation as our clients, at no direct cost to you
Flexible/remote opportunities, collaborative teams, and additional perks

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.