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Experienced Tax Professional - Remote
Experienced Tax Professional - RemotePhiladelphia Staffing • Philadelphia, PA, US
Experienced Tax Professional - Remote

Experienced Tax Professional - Remote

Philadelphia Staffing • Philadelphia, PA, US
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Remote Tax Professional

Our company at H&R Block believes in the power of people helping people. Our purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We strive to create a high performing, connected culture where everyone feels like they belong. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A typical day as a remote tax professional means serving clients with diverse tax needs and having the support of an expert team dedicated to providing you with advanced tax training. You'll build client relationships that grow stronger every year.

To excel in this role, you should have the following :

  • 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
  • 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
  • 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 includes :

  • 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 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
  • Why work for us? At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs.

  • Medical coverage allows eligible associate well-being programs including mental health support and coaching
  • 401k Retirement Savings Plan and Employee Stock Purchase Plan
  • Tax prep benefit allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!
  • Other perks like flexible / remote opportunities that meet your life, collaborative teams and much 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! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

    H&R Block is an equal opportunity employer. We welcome and 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.

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