Virtual Tax Professional

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

📋 Description

• Employ a consultative method to comprehend clients' financial objectives, pinpoint potential tax savings, plan for future needs, and educate clients about pertinent H&R Block products and services.

• Build rapport and trust with clients through empathy, active listening, and dedication to their financial health.

• 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.

• Examine IRS transcripts to discover missed prior-year filings or opportunities for amendments.

• Offer ethical and credible tax guidance.

• Handle sensitive information with confidentiality and integrity.

• Keep abreast of tax laws, tools, and technology through continuous training.

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

• Share expertise, support colleagues, and collaborate with team members to create a positive working environment and achieve office objectives.

• Carry out other assigned responsibilities.

⛳️ Requirements

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

• Familiarity with IRS transcripts, amendments, and identifying prior year returns is essential.

• Outstanding verbal and written communication skills, including proficiency in virtual collaboration.

• Strong understanding of tax law and the capability to explain personal tax concepts clearly.

• Analytical abilities to interpret, evaluate, and resolve both routine and complex tax issues.

• Capacity to work effectively in a diverse, collaborative team setting.

• High school diploma or equivalent 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

• Comprehensive benefits package.

• 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.

• Competitive compensation.

• Opportunities for continuous learning and advanced tax training.

• Support for personal and professional life both at work and outside of it.