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H&R Block

Experienced Tax Professional - Remote

H&R Block, Waterford, Connecticut, United States, 06386

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Experienced Tax Professional - Remote

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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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