Remote Tax Professional I - Marion/Winston Counties

H&R Block • Haleyville, AL

428d • $23,546 - $36,213 • Remote

About The Position

The Tax Professional I position at H&R Block is a remote, seasonal role focused on providing tax preparation services to clients in Marion and Winston Counties. The role emphasizes building client relationships, conducting tax interviews, and supporting clients with diverse tax needs through virtual tools. The position requires effective communication and teamwork to ensure client satisfaction and business growth.

Requirements

• Experience completing individual tax returns
• Experience working in a fast-paced environment
• Access to high speed, reliable internet
• Experience and skilled in technology (specifically MS Teams and Outlook)
• Ability to communicate complex tax situations concisely via phone, email, and chat
• Experience utilizing effective customer service techniques
• Analytical and problem-solving skills
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
• High School Diploma / equivalent or higher
• Must complete continuing education requirement and meet all other IRS and applicable state requirements
• Availability to work a minimum of 20 hours a week during peak tax season
• Skill in researching information using various tax and publication tools to understand the client's need (i.e., IRS Publications/Instructions)

Nice To Haves

• CPA or Enrolled Agent certification
• Experience completing complex tax returns
• 5+ years of experience in accounting, finance, bookkeeping or tax
• Experience conducting virtual tax interviews that create confidence in clients
• Tax planning and audit support experience
• Sales and/or marketing experience
• Bilingual candidates strongly encouraged to apply

Responsibilities

• Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email)
• Generate business growth, increase client retention, and offer additional products and services
• Communicate and coordinate regularly with leaders and peers about remote work impact on results
• Grow tax expertise through continuous learning and training

Benefits

• Employee Assistance Program with Health Advocate
• Wellbeing program, BetterYou, to help you build healthy habits
• Neurodiversity and caregiver support available to you and your family
• Various discounts on everyday items and services
• Medical Coverage
• 401k Retirement Savings Plan
• Employee Stock Purchase Plan

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: High school or GED