Remote Tax Professional

Skills

BookkeepingCertified Public AccountingContinuing EducationFinanceIRSIncome TaxPersonal Income Tax Returns

Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

Experience completing individual tax returns
Experience working in a fast-paced environment
Access to high speed, reliable internet
Skilled in technology (specifically MS Teams and Outlook)
Ability to communicate complex tax situations concisely via phone, email and chat
Effective customer service techniques
Analytical and problem-solving skills
Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
High school diploma or equivalent or higher
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

Nice to have

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

Day to day

Conduct tax interviews with clients and support online tax clients through virtual tools such as video conferencing, phone, chat, and email
Generate business growth, increase client retention, and offer additional products and services
Communicate and coordinate regularly with leaders and peers about how your remote work is impacting results
Grow your tax expertise

Company

Why this team might suit you

Mission, benefits, values and useful company context.

Mission

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!

Benefits

Employee Assistance Program with Health Advocate
Wellbeing program, BetterYou
Neurodiversity and caregiver support
Various discounts on everyday items and services
Medical Coverage and 401k Retirement Savings Plan and Employee Stock Purchase Plan

Values

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!

HQ

Kansas City

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