Seasonal Virtual Fulfillment Tax Professional

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

📋 Description

• Foster client relationships and assist clients in making confident and informed financial decisions.

• Comprehend clients' financial objectives, pinpoint potential tax savings, plan for the future, and educate clients about pertinent H&R Block products and services.

• Build rapport and trust through empathy, active listening, and a dedication to clients' financial well-being.

• Conduct tax interviews for both 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 uncover missed prior-year filings and opportunities for amendments.

• Offer ethical and reliable tax guidance.

• Manage sensitive information with confidentiality and integrity.

• Stay updated on tax laws, tools, and technology through ongoing training.

• Utilize H&R Block digital tools and platforms to enhance tax preparation efficiency and improve the client experience.

• Share expertise, support colleagues, and collaborate with staff to elevate client experiences and achieve office objectives.

• Perform additional duties as assigned.

⛳️ Requirements

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

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

• Experience with IRS transcripts, amendments, and the identification of prior-year returns is necessary.

• Exceptional verbal and written communication skills are essential.

• Strong skills in virtual collaboration and communication on digital platforms are required.

• In-depth knowledge of tax law and personal tax concepts is important.

• Analytical skills are necessary for both routine and complex tax situations.

• Ability to work effectively in a diverse, collaborative team environment is crucial.

• A high school diploma or equivalent is necessary.

• Internet speed of at least 15 Mbps is required.

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

• A master's degree in accounting, finance, or a related field is preferred.

🏝️ Benefits

• Advanced tax training.

• Competitive pay.

• Comprehensive benefits.

• Support for life both in and outside of work.

• Continuous learning opportunities.

• Medical and prescription drug coverage available for qualifying associates and 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.

• Potential for incentive compensation or short-term incentive plans.