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H&R Block

Experienced Tax Professional - Remote

H&R Block, Portland, Maine, us, 04122

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Experienced Tax Professional - Remote

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H&R Block

Overview Joining H&R Block as a

Remote Tax Professional

means you’ll serve clients with diverse tax needs and have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

We are focused on a connected culture and a multi-year transformation plan known as Block Next, designed to elevate how we work, how we serve, and how we lead in our industry.

What you’ll bring to the team

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 our success—communicate and coordinate regularly with leaders and peers about how your remote work is impacting results

Grow your tax expertise

Responsibilities

Experience completing individual tax returns

Experience working in a fast-paced environment

Access to high speed, reliable internet

Experience and skill in technology (specifically MS Teams and Outlook)

Inspire confidence in our clients with the 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 (e.g., IRS Publications/Instructions)

Qualifications

CPA or Enrolled Agent certification (preferred)

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 and mental health support

401k Retirement Savings Plan and Employee Stock Purchase Plan

Tax prep benefit for eligible associates

Flexible/remote opportunities, collaborative teams, and additional perks

The Community You Will Join At H&R Block we are committed to a Connected Culture where trust, care, and connections help each other grow. We welcome diverse perspectives and strive to create an environment where everyone belongs.

H&R Block is an equal opportunity employer and we celebrate diversity in the workplace.

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.

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