Experienced Tax Professional - Remote

Overview

Experienced Tax Professional - Remote at H&R Block

Join to apply for the Experienced Tax Professional - Remote role at H&R Block.

Join to apply for the Experienced Tax Professional - Remote role at H&R Block.

Company

At H&R Block, we believe in the power of people helping people. Our defining purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We strive to continuously improve our business and have a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth. We aim to elevate how we work, how we serve, and how we lead in our industry.

Typical Day

As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger every year. Joining H&R Block as a Remote Tax Professional means you’ll serve clients with diverse tax needs and you’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

Responsibilities

• Conduct tax interviews with clients using virtual tools (video conferencing, phone, chat, email).
• Generate business growth, increase client retention, and offer additional products and services.
• Coordinate regularly with leaders and peers about how remote work impacts results; teamwork is essential to success.
• Grow your tax expertise and stay current with tax laws and policies.
• Provide tax planning and audit support as applicable.

Qualifications

• CPA or Enrolled Agent certification.
• Experience completing complex tax returns and individual tax returns.
• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience conducting virtual tax interviews that instill confidence in clients.
• Availability to work a minimum of 20 hours a week during peak tax season.
• Access to high-speed, reliable internet; proficiency with technology (MS Teams and Outlook).
• Effective communication of complex tax situations via phone, email and chat; strong customer service skills.
• Analytical and problem-solving abilities; ability to research information using tax tools and publications.
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent; high school diploma or higher.
• Must complete continuing education and meet IRS and state requirements as applicable.

Benefits

• Medical coverage with wellbeing programs including mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit for eligible associates.
• Flexible/remote opportunities and collaborative teams among other perks.

The Community You Will Join

We remain committed to building a Connected Culture—trust, care, and connections in a safe environment where everyone belongs. You will be part of a work environment recognized on Best Companies lists, with colleagues who support each other’s growth.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace for all genders, races, colors, ethnicities, ages, disabilities, religions, sexual orientations, gender identities, or veteran statuses.

If you’re looking to make an impact, H&R Block is the place for you.

Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment. This is a sponsored job.

Location: Anniston, AL (referrals increase your chances of interviewing).