Remote Tax Pro: Expert Guidance & Growth

H&R Block; Fountain Valley (CA); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Medical coverage

401k Retirement Savings Plan

Flexible/remote opportunities

Tax prep benefit for associates

Job summary

A leading tax preparation company is looking for an Experienced Tax Professional to work remotely. In this role, you will conduct tax interviews, support clients, and contribute to business growth. The ideal candidate has a strong background in tax processes and experience with virtual client interactions. This position offers flexible and collaborative work opportunities alongside robust training and support.

Qualifications

• Experience completing individual tax returns.
• 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 using various virtual tools.
• Generate business growth and improve client retention.
• Grow tax expertise and communicate results with leaders.

Skills

Tax interview skills

Client retention experience

Teamwork

Tax planning

Customer service techniques

Analytical skills

Education

High school diploma or equivalent

Tools

MS Teams

Outlook

Job description

A leading tax preparation company is looking for an Experienced Tax Professional to work remotely. In this role, you will conduct tax interviews, support clients, and contribute to business growth. The ideal candidate has a strong background in tax processes and experience with virtual client interactions. This position offers flexible and collaborative work opportunities alongside robust training and support.