Remote Tax Professional

H&R Block • Ballston Spa, NY

398d • Remote

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 emphasizes building strong client relationships and providing expert support through advanced tax training. The role is designed for experienced tax professionals who are committed to helping clients make informed decisions about their finances.

Requirements

• Experience completing individual 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

Nice To Haves

• CPA or Enrolled Agent certification
• Experience completing complex tax returns
• Sales and/or marketing experience

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 on tax regulations and practices

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: No Education Listed