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Experienced Tax Professional - Remote
Experienced Tax Professional - RemoteH&R Block • Urbana, IL, US
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Experienced Tax Professional - Remote

Experienced Tax Professional - Remote

H&R Block • Urbana, IL, US
16 hours ago
Job type
  • Full-time
  • Remote
Job description

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Overview

Joining H&R Block as a Remote Tax Professional means serving clients with diverse tax needs with the support of an expert team and advanced tax training to help you be successful. We strive to improve our business through long-term transformation and a connected culture where everyone belongs.

What you'll do

  • Inspire clients to make confident, informed decisions about their lives, careers, and money by building client relationships that grow over time.
  • Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools (video conferencing, phone, chat, email).
  • Generate business growth, increase client retention, and offer additional products and services.
  • Collaborate with leaders and peers to coordinate how your remote work impacts results.
  • Grow your tax expertise over time.

Responsibilities & Qualifications

  • Experience completing individual tax returns.
  • Experience completing complex tax returns and tax planning or audit support experience.
  • 5+ years of experience in accounting, finance, bookkeeping, or tax.
  • Experience conducting virtual tax interviews that build client confidence.
  • Sales and / or marketing experience is desirable.
  • Access to high-speed, reliable internet.
  • Strong communication skills to explain complex tax situations via phone, email, and chat.
  • Experience utilizing effective customer service techniques and analytical / problem-solving skills.
  • Successful completion of the H&R Block Tax Knowledge Assessment2 or equivalent.
  • High school diploma or higher; continuing education and all IRS / state requirements as applicable.
  • Availability to work a minimum of 20 hours per week during peak tax season.
  • Ability to research information using tax publications and tools (e.g., IRS Publications / Instructions).
  • What you'll bring to the team

  • Conduct tax interviews with clients and support DIY online tax clients through virtual tools.
  • Participate in growth strategies to increase client retention and cross-sell products and services.
  • Communicate and coordinate with remote team members to ensure alignment on results.
  • Expertise

  • Experience completing individual tax returns.
  • Experience working in a fast-paced environment.
  • Access to high-speed internet.
  • Proficiency with technology (MS Teams and Outlook).
  • Ability to clearly communicate complex tax situations via phone, email, and chat.
  • Strong customer service, analytical and problem-solving skills.
  • Enrollment in or completion of the H&R Block Income Tax Course is preferred.
  • Any applicable continuing education requirements and IRS / state compliance.
  • Availability to work at least 20 hours per week during peak tax season.
  • Why work for us

    At H&R Block, we invest in our people and provide benefits to support health, well-being, and financial wellness. Eligible associates may access medical coverage, retirement plans, and other perks, including flexible / remote opportunities and collaborative teams.

  • Medical coverage with mental health support and coaching.
  • 401(k) retirement savings plan and Employee Stock Purchase Plan.
  • Tax preparation benefit for associates, with no direct cost to you.
  • Additional perks and benefits as described by local policies.
  • The Community You Will Join

    We are committed to a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong as part of a larger team. We are recognized on Best Companies lists for our environment and growth opportunities. H&R Block is an equal opportunity employer, welcoming diversity in gender, race, color, ethnicity, 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. Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.

    Pay Range Information

    The posted pay range is $11.00 - $80.00 per hour. Local minimum wage laws apply. Final pay decisions depend on experience, education, skills, performance, and location. Some candidates may participate in incentive plans with potential additional earnings.

  • Pay Range : $11.00 - $80.00 / Hour.
  • Sponsored Job : #14045
  • Location : Urbana, IL

    Referrals increase your chances of interviewing at H&R Block by 2x.

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    Tax Professional • Urbana, IL, US

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