Remote Tax Professional

H&R Block - Eagan, MN

Part-time - Entry Level

Remote - Eagan, MN

Professional, Scientific, and Technical Services

About the position

The Remote Tax Professional at H&R Block plays a crucial role in assisting clients with their diverse tax needs while working remotely. This position focuses on building strong client relationships, providing expert tax training, and ensuring clients make informed decisions regarding their finances. The role is seasonal and requires a commitment to delivering exceptional service and support to clients during the tax season.

Responsibilities

• Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email)
• Generate business growth, increase client retention, and offer additional products and services
• Communicate and coordinate regularly with leaders and peers about how remote work is impacting results
• Grow tax expertise and stay updated with tax regulations

Requirements

• 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)
• 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 1 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

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 create 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
• 401k Retirement Savings Plan
• Employee Stock Purchase Plan