Seasonal Tax Professional

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

📋 Description

• Conduct thorough evaluations of AI-assisted tax preparation results

• Verify client data and calculations

• Address discrepancies and exercise professional judgment prior to the submission of returns

• Interact with clients through chat, secure messaging, phone calls, or video conferences

• Assess tax information provided by clients

• Deliver prompt and informative responses to client questions

• Prepare and verify client tax returns

• Investigate complex federal and state tax matters

• Ensure tax returns are accurate and complete prior to filing

• Test functionalities of new products

• Identify recurring challenges

• Provide actionable feedback and insights from the front lines to product and technology teams

• Contribute to enhancing the experience for both advisors and clients

⛳️ Requirements

• Bachelor’s degree in accounting, finance, or a comparable combination of education and experience

• Minimum of three years of progressive experience in tax preparation

• Capability to pass the H&R Block certification level 4 exam within 30 days

• Adept understanding of tax law to comprehend and clarify the majority of personal taxation aspects

• Skill in interpreting, analyzing, and accurately solving routine and intricate tax scenarios

• Outstanding verbal and written communication abilities

• Strong technical skills with a quick learning curve for unfamiliar software

• Proficient in navigating various digital tools and methodically troubleshooting issues

• Innovative mindset with a readiness to test new software

• Growth-oriented mindset with the ability to implement feedback and adapt to new information, technology, and practices

• A home workspace conducive to focused client interactions and safeguarding confidential information

• Capability to maintain focus while working remotely

• Experience utilizing AI tools, with critical thinking skills to assess outputs and verify accuracy

• High school diploma or equivalent

• Minimum internet speed of 15 Mbps

• Enrolled Agent, Attorney, or CPA credentials are preferred

• Familiarity with complex tax situations, such as foreign income, rentals, and small businesses is preferred

🏝️ Benefits

• 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 Preparation benefit

• Competitive compensation

• Comprehensive benefits package

• Ongoing support for life both professionally and personally

• Opportunities for continuous learning

• Seasonal employment options

• Flexible remote work arrangements