H&R Block - Jonesboro, AR
posted about 2 months ago
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 virtual tax interviews, assisting clients in understanding their tax situations and guiding them through the preparation of their tax returns. This position is designed for experienced tax professionals who are comfortable working remotely and are eager to build lasting relationships with clients. You will be part of a supportive team that provides advanced tax training, ensuring you have the knowledge and skills necessary to excel in this role. In this position, you will engage with clients through various virtual tools, including video conferencing, phone, chat, and email. Your ability to communicate complex tax information in a clear and concise manner will be essential in inspiring confidence in clients. You will also be responsible for generating business growth by increasing client retention and offering additional products and services that meet their needs. Collaboration with team members and leaders will be key, as you will need to regularly communicate about your remote work's impact on results. H&R Block is committed to fostering a connected culture where diversity and inclusion are valued. You will be immersed in an exceptional work environment that encourages personal and professional growth. The company believes in investing in its employees' well-being, offering a range of benefits to support your health, financial wellness, and overall quality of life. This is an exciting opportunity to join a company that is dedicated to making a meaningful difference in the lives of its clients and employees alike.
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 your remote work is impacting results
- Grow your tax expertise
Requirements
- Experience completing individual 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
- Experience and skilled in technology (specifically MS Teams and Outlook)
- 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 to understand the client's need (i.e., IRS Publications/Instructions)
- Analytical and problem-solving skills
- Successful completion of the H&R Block Tax Knowledge Assessment 1 or equivalent
Nice-to-haves
- CPA or Enrolled Agent certification
- Experience completing complex tax returns
- Sales and/or marketing experience
- Experience working in a fast-paced environment
- Experience utilizing effective customer service techniques
Benefits
- Employee Assistance Program with Health Advocate
- Wellbeing program, BetterYou, to help you build healthy habits
- Neurodiversity and caregiver support available to you and your family
- Various discounts on everyday items and services
- Medical Coverage
- 401k Retirement Savings Plan
- Employee Stock Purchase Plan
