Virtual Tax Specialist – Seasonal

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

📋 Description

• Respond to clients' inquiries regarding tax matters mainly through chat and authorized digital support channels.

• Assist clients in utilizing H&R Block’s online tax preparation resources.

• Offer clear and supportive guidance to empower clients in completing their tax returns confidently.

• Investigate federal and state tax regulations to supply accurate and current information.

• Leverage proprietary tools and resources to provide effective client support.

• Work collaboratively with team members to exchange insights, resolve issues, and enhance the client experience.

• Refer complex tax issues to advanced support teams as necessary.

• Manage multiple conversations, systems, and knowledge resources in a dynamic virtual setting.

• Welcome new challenges and opportunities as they present themselves.

⛳️ Requirements

• Proven tax knowledge acquired through tax preparation experience, tax education, or tax support roles.

• Experience in customer service within a professional setting.

• Successful completion of the mandatory H&R Block Tax Knowledge Assessments.

• A quiet, dedicated workspace along with a reliable internet connection.

• Capability to work from an approved secure remote location that complies with company security and privacy standards.

• Exceptional written and verbal communication abilities.

• Strong attention to detail coupled with a commitment to accuracy.

• Proficient research and problem-solving skills.

• Comfortable navigating multiple applications and technological tools at the same time.

• Ability to work independently in a virtual environment while maintaining high engagement with the team.

• Experience in preparing individual income tax returns is preferred.

• Background in customer support within a contact center, chat support, or digital service context is preferred.

• Experience in a retail tax office, tax firm, financial services organization, or tax-related support role is preferred.

• Possession of Enrolled Agent (EA), CPA, attorney credentials, AFSP participation, or other tax qualifications is preferred.

🏝️ Benefits

• Competitive compensation.

• Medical and prescription drug coverage for eligible associates and 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.

• Comprehensive training and exposure to real-world tax scenarios.

• Potential for future tax-focused career opportunities within H&R Block.

• Seasonal remote work opportunity from an approved secure workspace.