Seasonal Tax Professional

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Employ a consultative approach to grasp clients' financial objectives, pinpoint potential tax savings, plan for future needs, and educate clients about relevant H&R Block offerings.

• Build rapport and trust with clients by demonstrating empathy, practicing active listening, and showing dedication to their financial wellness.

• Conduct tax interviews for retail and DIY online clients via video, phone, chat, and email.

• Review and accurately complete individual and small-business tax returns in accordance with IRS regulations and H&R Block standards.

• Analyze IRS transcripts to identify any missed prior-year filings or opportunities for amendments.

• Offer ethical and credible tax advice.

• Manage sensitive information with confidentiality and integrity.

• Stay up-to-date with tax laws, tools, and technology while engaging in ongoing training.

• Utilize H&R Block’s digital tools and platforms to streamline tax preparation and enhance the client experience.

• Share expertise, support colleagues, and collaborate with staff to improve client satisfaction and meet office objectives.

• Carry out additional duties as assigned.

⛳️ Requirements

• A minimum of three years of experience in tax preparation or review is required.

• Familiarity with IRS transcripts, amendments, and prior-year return identification.

• Outstanding verbal and written communication skills for effective virtual collaboration.

• Robust knowledge of tax law and the ability to clarify personal tax concepts.

• Strong analytical abilities to interpret, assess, and resolve both routine and complex tax scenarios.

• Capability to work efficiently in a diverse, collaborative team environment.

• High school diploma or equivalent is necessary.

• Internet speed of at least 15 Mbps is required.

• A Bachelor’s degree in accounting, finance, or a related field is preferred; equivalent education and practical experience will be considered.

• Enrolled Agent, Attorney, or CPA designation is preferred.

• A Master’s degree in accounting, finance, or a related field is preferred.

🏝️ Benefits

• Competitive compensation.

• Medical and prescription drug coverage for eligible associates and their dependents.

• H&R Block Retirement Savings Plan (401(k) Plan).

• Employee Assistance Program.

• (Virtual) fitness center programs.

• Associate discount program.

• Business Travel Accident Insurance.

• Associate Tax Prep benefit.

• Advanced tax training.

• Ongoing training and continuous learning opportunities.

• Incentive compensation or short-term incentive plans may offer additional earnings for successful candidates.