What are the responsibilities and job description for the Tax professional position at H&R Block?
Our 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 also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.
If you think you are the right match for the following opportunity, apply after reading the complete description.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Horizons 2025.
Our end goal is simple : bigger ambitions, faster transformation, and extraordinary results. It's an exciting time to be a part of H&R Block!
If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
Joining H&R Block as a seasonal, experienced Tax Professional that works remotely, 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.
What you'll bring to the team...
- 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
- Understand that teamwork is essential to our success - communicate and coordinate regularly with leaders and peers about how your remote work is impacting results
- Grow your tax expertise
Your Expertise
- Experience completing individual tax returns
- Experience working in a fast-paced environment
- Access to high speed, reliable internet
- Experience and skilled in technology (specifically MS Teams and Outlook)
- Inspire confidence in our clients with your 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
- 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)
It would be even better if you also had...
- CPA or Enrolled Agent certification
- Experience completing complex 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
- Sales and / or marketing experience
Why Work for Us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
- 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.
The Community You Will Join :
At H&R Block we remain committed to building a Connected Culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.
J-18808-Ljbffr
Remote working / work at home options are available for this role.
Last updated : 2024-10-17
