H&R Block
Overview
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. 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 high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth. What you’ll bring to the team includes conducting tax interviews with clients and supporting do-it-yourself online tax clients through virtual tools (video conferencing, phone, chat, email); generating business growth, increasing client retention, and offering additional products and services; and collaborating with leaders and peers to ensure your remote work drives results. Responsibilities
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. Understand that teamwork is essential to success — communicate and coordinate regularly with leaders and peers about how your remote work is impacting results. Grow your tax expertise. Qualifications
Experience completing individual tax returns and experience working in a fast-paced environment. Access to high-speed, reliable internet. Experience and skill with technology (specifically MS Teams and Outlook). Ability to communicate complex tax situations concisely via phone, email, and chat to inspire confidence in clients. 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 tax publication tools to understand client needs (e.g., IRS Publications/Instructions). Preferred/Additional
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
Medical coverage with well-being programs including mental health support and coaching. 401k Retirement Savings Plan and Employee Stock Purchase Plan. Tax prep benefit for associates, with no direct cost to you. Flexible/remote opportunities, collaborative teams, and other perks. The Community You Will Join
We remain committed to building a Connected Culture — trust, care, and connections are how we work together, and everyone should feel safe to bring their authentic self to work and belong to a larger team. You will be immersed in an exceptional work environment recognized by Best Companies lists, surrounded by colleagues dedicated to helping each other grow and support one another. H&R Block is an equal opportunity employer. We 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. Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment. Sponsored Job #7602 Seniority level
Not Applicable Employment type
Full-time Job function
Accounting/Auditing and Finance Industries: Retail Referrals increase your chances of interviewing at H&R Block by 2x Get notified about new Tax Specialist jobs in Southington, CT.
#J-18808-Ljbffr
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. 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 high performing, connected culture, where everyone feels like they belong. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth. What you’ll bring to the team includes conducting tax interviews with clients and supporting do-it-yourself online tax clients through virtual tools (video conferencing, phone, chat, email); generating business growth, increasing client retention, and offering additional products and services; and collaborating with leaders and peers to ensure your remote work drives results. Responsibilities
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. Understand that teamwork is essential to success — communicate and coordinate regularly with leaders and peers about how your remote work is impacting results. Grow your tax expertise. Qualifications
Experience completing individual tax returns and experience working in a fast-paced environment. Access to high-speed, reliable internet. Experience and skill with technology (specifically MS Teams and Outlook). Ability to communicate complex tax situations concisely via phone, email, and chat to inspire confidence in clients. 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 tax publication tools to understand client needs (e.g., IRS Publications/Instructions). Preferred/Additional
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
Medical coverage with well-being programs including mental health support and coaching. 401k Retirement Savings Plan and Employee Stock Purchase Plan. Tax prep benefit for associates, with no direct cost to you. Flexible/remote opportunities, collaborative teams, and other perks. The Community You Will Join
We remain committed to building a Connected Culture — trust, care, and connections are how we work together, and everyone should feel safe to bring their authentic self to work and belong to a larger team. You will be immersed in an exceptional work environment recognized by Best Companies lists, surrounded by colleagues dedicated to helping each other grow and support one another. H&R Block is an equal opportunity employer. We 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. Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment. Sponsored Job #7602 Seniority level
Not Applicable Employment type
Full-time Job function
Accounting/Auditing and Finance Industries: Retail Referrals increase your chances of interviewing at H&R Block by 2x Get notified about new Tax Specialist jobs in Southington, CT.
#J-18808-Ljbffr