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H&R Block

Experienced Tax Professional - Remote

H&R Block, Rochester, New York, United States

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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.

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

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 Assessment2 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)

Why work for us

Medical coverage - includes mental health support and coaching

401k Retirement Savings Plan and Employee Stock Purchase Plan

Tax prep benefit - eligible associates can receive the same tax preparation as clients, at no direct cost

Other perks like flexible/remote opportunities, collaborative teams, and more

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. H&R Block is an equal opportunity employer, welcoming and celebrating 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.

2 Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.

Pay Range The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may participate in incentive plans, which could generate additional earnings. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage and participate in the 401(k) plan, Employee Assistance Program, and other benefits.

Pay Range

$16.50/Hr. – $80.00/Hr.

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