Be an early applicantLess than 25 applicants

Company

H&R Block · 8 hours ago

Remote Tax Professional

Folsom, CA

Full-time

Remote

Mid, Senior Level

$11/hr - $80/hr

5+ years exp

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Insider Connection @H&R Block

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Individual tax returnsCustomer service techniquesTax Knowledge AssessmentTax planning experienceSales experienceH&R Block Income Tax CourseCPA certificationEnrolled Agent certificationComplex tax returnsVirtual tax interviewsAccounting experienceFinance experienceBookkeeping experienceIRS Publications

Required

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 Assessment1 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)

Preferred

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

Benefits

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.

Medical Coverage

401k Retirement Savings Plan

Employee Stock Purchase Plan

Company

H&R Block

Glassdoor

3.8

H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.

Founded in 1955

Kansas City, Missouri, USA

10,001+ employees