H&R Block
Experienced Tax Professional - Remote
H&R Block, Waterford, Connecticut, United States, 06386
Join to apply for the
Experienced Tax Professional - Remote
role at
H&R Block
At H&R Block, we provide help and inspire confidence in our clients, associates, and communities everywhere. Our high‑performing, connected culture ensures everyone feels like they belong.
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.
Typical Day You will build client relationships that grow stronger each year, inspire people to make confident, informed decisions about their lives, careers, and money, and conduct virtual tax interviews that create confidence in clients.
Required Experience
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
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
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
High‑speed, reliable internet
Experience and skill in technology (specifically MS Teams and Outlook)
Inspire confidence in clients with concise communication of complex tax situations via phone, email and chat
Effective customer service techniques
Analytical and problem‑solving skills
Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
High school diploma or higher
Compliance with continuing education requirements and all IRS and state requirements
Availability to work a minimum of 20 hours a week during peak tax season
Research skill using tax and publication tools (IRS Publications/Instructions)
Why Work for Us
Medical coverage and well‑being programs, including mental health support and coaching
401(k) and Employee Stock Purchase Plan
Tax prep benefit: eligible associates receive the same tax preparation as our clients at no direct cost
Flexible remote opportunities that meet your life and collaborative teams
The Community You Will Join At H&R Block we build a connected culture where trust, care, and collaboration guide our work. You will be immersed in an exceptional work environment recognized worldwide on Best Companies lists and surrounded by colleagues committed to growth and support.
H&R Block is an equal‑opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race, ethnicity, national origin, age, disability, religion, sexual orientation, gender identity, or veteran status.
Seniority Level
Not Applicable
Employment Type
Full‑time
Job Function
Accounting/Auditing and Finance
Retail
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Experienced Tax Professional - Remote
role at
H&R Block
At H&R Block, we provide help and inspire confidence in our clients, associates, and communities everywhere. Our high‑performing, connected culture ensures everyone feels like they belong.
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.
Typical Day You will build client relationships that grow stronger each year, inspire people to make confident, informed decisions about their lives, careers, and money, and conduct virtual tax interviews that create confidence in clients.
Required Experience
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
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
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
High‑speed, reliable internet
Experience and skill in technology (specifically MS Teams and Outlook)
Inspire confidence in clients with concise communication of complex tax situations via phone, email and chat
Effective customer service techniques
Analytical and problem‑solving skills
Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
High school diploma or higher
Compliance with continuing education requirements and all IRS and state requirements
Availability to work a minimum of 20 hours a week during peak tax season
Research skill using tax and publication tools (IRS Publications/Instructions)
Why Work for Us
Medical coverage and well‑being programs, including mental health support and coaching
401(k) and Employee Stock Purchase Plan
Tax prep benefit: eligible associates receive the same tax preparation as our clients at no direct cost
Flexible remote opportunities that meet your life and collaborative teams
The Community You Will Join At H&R Block we build a connected culture where trust, care, and collaboration guide our work. You will be immersed in an exceptional work environment recognized worldwide on Best Companies lists and surrounded by colleagues committed to growth and support.
H&R Block is an equal‑opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race, ethnicity, national origin, age, disability, religion, sexual orientation, gender identity, or veteran status.
Seniority Level
Not Applicable
Employment Type
Full‑time
Job Function
Accounting/Auditing and Finance
Retail
#J-18808-Ljbffr