About the position
As a Remote Tax Professional at H&R Block, you will play a crucial role in helping clients navigate their tax needs with confidence and clarity. Your primary responsibility will be to conduct tax interviews with clients, utilizing virtual tools such as video conferencing, phone, chat, and email to provide personalized support. You will be part of a dynamic team that values collaboration and communication, ensuring that your remote work aligns with the overall goals of the organization. This position is seasonal and requires a commitment to working a minimum of 20 hours per week during the peak tax season. In this role, you will not only assist clients with their individual tax returns but also contribute to business growth by increasing client retention and offering additional products and services. Your ability to communicate complex tax situations concisely will inspire confidence in clients, making them feel supported throughout the tax preparation process. You will have access to advanced tax training and resources to enhance your expertise and ensure you are well-equipped to handle diverse tax needs. H&R Block is committed to fostering a connected culture where diversity and inclusion are prioritized. You will be encouraged to bring your authentic self to work and contribute to an environment where everyone feels valued and supported. This is an exciting opportunity to be part of a company that is dedicated to continuous improvement and transformation, as outlined in their Block Horizons 2025 strategy.
Responsibilities
- Conduct tax interviews with clients using virtual tools such as video conferencing, phone, chat, and email.
- Support do-it-yourself online tax clients through virtual assistance.
- Generate business growth and increase client retention by offering additional products and services.
- Communicate and coordinate regularly with leaders and peers about remote work impacts on results.
- Grow tax expertise through ongoing training and development.
Requirements
- Experience completing individual tax returns.
- Experience working in a fast-paced environment.
- Access to high-speed, reliable internet.
- Proficiency 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.
- Strong analytical and problem-solving skills.
- Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
- High school diploma or equivalent or higher.
- Must complete continuing education requirements and meet all 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.
Nice-to-haves
- 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 instill confidence in clients.
- Tax planning and audit support experience.
- Sales and/or marketing experience.
Benefits
- Employee Assistance Program with Health Advocate.
- Wellbeing program, BetterYou, to help build healthy habits.
- Neurodiversity and caregiver support available.
- Various discounts on everyday items and services.
- Medical Coverage (with additional eligibility requirements).
- 401k Retirement Savings Plan (with additional eligibility requirements).
- Employee Stock Purchase Plan (with additional eligibility requirements).
