Experienced Tax Professional - Remote

H&R Block; Tennessee; Remote; USD 60,000 - 80,000; Full time

Job summary

A leading tax service provider is seeking an Experienced Tax Professional for a remote role. This position involves conducting tax interviews and supporting clients with diverse tax needs. Ideal candidates should have over 5 years of experience in accounting or tax and possess effective communication skills. The company offers remote opportunities and various benefits including medical coverage and a retirement plan.

Benefits

Medical coverage

401k Retirement Savings Plan

Tax prep benefit

Flexible/remote opportunities

Qualifications

• Must complete continuing education requirement and meet IRS and state requirements.
• Availability to work a minimum of 20 hours a week during peak tax season.
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.

Responsibilities

• Conduct tax interviews with clients and support do it yourself online tax clients.
• Generate business growth, increase client retention, and offer additional products and services.
• Communicate and coordinate effectively with leaders and peers.

Skills

Experience completing individual tax returns

Experience working in a fast-paced environment

Analytical and problem-solving skills

Ability to communicate complex tax situations

Experience utilizing effective customer service techniques

Education

High school diploma / equivalent or higher

Tools

MS Teams

Outlook

Job description

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.

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...

• 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

What you'll bring to the team...

• Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools
• 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
• Grow your tax expertise

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
• 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

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
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit
• Other perks like flexible/remote opportunities

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.

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.