Virtual Fulfillment Tax Professional

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

📋 Description

• Comprehend clients' financial objectives and pinpoint potential tax savings.

• Strategize clients' financial futures while informing them about pertinent H&R Block products and services.

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

• Conduct virtual 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, ensuring compliance 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 advice.

• Manage sensitive information with confidentiality and integrity.

• Stay updated on tax laws, tools, and technology.

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

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

• Carry out additional duties as assigned.

⛳️ Requirements

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

• Familiarity with IRS transcripts, amendments, and identification of prior year returns.

• Outstanding verbal and written communication abilities.

• Strong skills in virtual collaboration across digital platforms.

• Comprehensive knowledge of tax law and personal tax concepts.

• Analytical skills to interpret, evaluate, and resolve both routine and complex tax matters.

• Capability to work effectively in a diverse and collaborative team environment.

• High school diploma or equivalent is necessary.

• Minimum internet speed of 15 Mbps is required.

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

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

🏝️ Benefits

• Competitive compensation.

• 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 to enhance tax expertise, customer service, and technological skills.

• Remote work options available.