Seasonal Virtual Fulfillment Tax Professional

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

📋 Description

• Provide remote assistance to clients with various tax requirements

• Comprehend clients' financial objectives and pinpoint potential tax savings

• Strategize for clients' financial futures and educate them about pertinent H&R Block products and services

• Build rapport and trust through empathy, active listening, and a commitment to clients' financial health

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

• Review and accurately complete tax returns for individuals and small businesses in accordance with IRS regulations and H&R Block standards

• Analyze IRS transcripts to uncover missed prior-year filings or opportunities for amendments

• Offer ethical and reliable tax guidance

• Manage sensitive information with confidentiality and integrity

• Stay updated on tax laws, tools, and technology

• Utilize H&R Block's digital tools and platforms to enhance tax preparation and enrich the client experience

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

• Execute additional responsibilities as assigned

⛳️ Requirements

• Minimum of three years of experience in tax preparation or review

• Proficient with IRS transcripts, amendments, and identifying prior year returns

• Outstanding verbal and written communication abilities, including skills for virtual collaboration

• Comprehensive understanding of tax law and personal tax concepts

• Strong analytical skills for interpreting, evaluating, and addressing routine and complex tax issues

• Capability to work efficiently in a diverse, collaborative team setting

• High school diploma or equivalent required

• Minimum internet speed of 15 Mbps

• Bachelor's degree in accounting, finance, or a relevant field preferred

• Equivalent education and practical experience will also be taken into account

• Enrolled Agent, Attorney, or CPA designation preferred

🏝️ Benefits

• Competitive salary

• Medical and prescription drug coverage for qualifying associates and their eligible 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 opportunities

• Continuous training and support for tax expertise, customer service, and technology skills

• Remote work arrangement