What are the responsibilities and job description for the Remote Tax Professional position at H&R Block, Inc.?
What you'll do...
As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will 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.
H&R Block is the industry's largest consumer tax services provider1 and we have been focused on client service for over 60 years. When you join our team, you'll find that we're here to live our purpose - to provide help and inspire confidence in our clients and communities everywhere.
Day to day, you'll
-
Conduct tax interviews with clients and support DIY online clients through virtual tools (i.e., video conferencing, phone, chat, email)
-
Prepare complete and accurate tax returns
-
Generate business growth, increase client retention, and offer additional products and services What you'll bring to the team...
-
Experience in accounting, finance, bookkeeping or tax
-
Experience completing individual tax returns
-
Experience working in a fast-paced environment
-
Experience and skilled in technology (specifically MS Teams, Google 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 or equivalent
-
High school diploma / equivalent or higher
-
Availability to work a minimum of 20 hours a week during peak tax season
-
Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements
-
After hire, must successfully complete 8 hours training on H&R Block's DIY tax platform and additional work from anywhere training
