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Remote Tax Professional - Virtual Client Support & Tax Expertise for H&R Block's Remote Team

Worldwide Salaried Open

Join H&R Block as a Remote Tax Professional: Drive Success and Grow Your Career

At H&R Block, we're driven by purpose and committed to helping our clients achieve their financial goals. We're now seeking a highly skilled and experienced Remote Tax Professional to join our dynamic team. As a Remote Tax Professional, you'll play a critical role in delivering exceptional client support, driving business growth, and expanding your tax expertise in a flexible and remote work environment.

About H&R Block and the Role

H&R Block is a leading provider of tax preparation services, offering a range of solutions to individuals and businesses. As a Remote Tax Professional, you'll be an integral part of our team, working closely with clients, leaders, and peers to drive success. This role is available for immediate commencement and requires a strong and diverse skillset in relevant areas.

Key Responsibilities

  • Conduct tax interviews with clients and support DIY online tax clients through virtual tools, including video conferencing, phone, chat, and email.
  • Drive business growth by identifying opportunities to offer additional products and services, increasing client retention, and generating new business.
  • Communicate and coordinate regularly with leaders and peers to ensure seamless collaboration and impact on results.
  • Grow your tax expertise by staying up-to-date with industry developments, best practices, and continuing education requirements.

Essential Qualifications and Skills

To succeed in this role, you'll need:

  • Experience completing individual tax returns and working in a fast-paced environment.
  • Access to high-speed, reliable internet and proficiency in technology, specifically MS Teams and Outlook.
  • Excellent communication skills to inspire confidence in clients and concisely explain complex tax situations via phone, email, and chat.
  • Analytical and problem-solving skills to effectively resolve client issues.
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
  • High school diploma or equivalent or higher.
  • 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 client needs.

Preferred Qualifications and Skills

While not essential, the following qualifications and skills can enhance your application:

  • CPA or Enrolled Agent certification.
  • Experience completing complex tax returns and conducting virtual tax interviews.
  • 5+ years of experience in accounting, finance, bookkeeping, or tax.
  • Tax planning and audit support experience.
  • Sales and/or marketing experience.

Career Growth Opportunities and Learning Benefits

At H&R Block, we're committed to investing in our people and supporting their career growth. As a Remote Tax Professional, you'll have access to:

  • Continuing education opportunities to stay up-to-date with industry developments and best practices.
  • Training and development programs to enhance your skills and expertise.
  • Career advancement opportunities within the company.

Work Environment and Company Culture

H&R Block is committed to building a Connected Culture that values trust, care, and connections. As a Remote Tax Professional, you'll be part of a dynamic team that supports and empowers each other. Our company culture is built on the principles of:

  • Diversity, equity, and inclusion.
  • Employee well-being and total wellness.
  • Collaboration and teamwork.

Compensation, Perks, and Benefits

We offer a competitive salary package, commensurate with experience. Our benefits and perks include:

  • 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.
  • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan.

Why Join H&R Block?

At H&R Block, we're driven by purpose and committed to helping our clients achieve their financial goals. As a Remote Tax Professional, you'll be part of a dynamic team that is recognized throughout the world on Best Companies lists. You'll have the opportunity to make a meaningful impact, grow your career, and enjoy a flexible and remote work environment.

If you're looking to make a difference and join a team that values diversity, equity, and inclusion, we encourage you to apply for this exciting opportunity. H&R Block is an equal opportunity employer, welcoming and celebrating diversity in the workplace.

Ready to join us? Click apply now and take the first step towards a rewarding career as a Remote Tax Professional with H&R Block.

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