H&R Block - Wyoming, MI
posted 4 months ago
About the position
As a Remote Tax Professional at H&R Block, you will play a crucial role in helping clients navigate their tax needs with confidence and clarity. Your primary responsibility will be to conduct tax interviews with clients, utilizing virtual tools such as video conferencing, phone, chat, and email to provide personalized support. You will engage with a diverse clientele, ensuring that their unique tax situations are addressed effectively. This position is seasonal and requires a commitment to work a minimum of 20 hours a week during the peak tax season, allowing you to build strong relationships with clients that can grow year after year. In addition to client interactions, you will be expected to contribute to business growth by increasing client retention and offering additional products and services. Teamwork is essential in this role; you will regularly communicate and coordinate with leaders and peers to discuss how your remote work impacts overall results. Continuous learning is a key aspect of this position, as you will have access to advanced tax training to enhance your expertise and ensure you are well-equipped to handle various tax scenarios. Your role will also involve utilizing effective customer service techniques to inspire confidence in clients, ensuring they feel supported throughout the tax preparation process. You will need to demonstrate strong analytical and problem-solving skills, as well as the ability to research information using various tax and publication tools to meet client needs. This position offers a unique opportunity to work in a fast-paced environment while making a meaningful difference in the lives of clients.
Responsibilities
- Conduct tax interviews with clients using virtual tools such as video conferencing, phone, chat, and email.
- Generate business growth and increase client retention by offering additional products and services.
- Communicate and coordinate regularly with leaders and peers about the impact of remote work on results.
- Grow your tax expertise through advanced training and continuous education.
Requirements
- Experience completing individual tax returns.
- Experience working in a fast-paced environment.
- Access to high speed, reliable internet.
- Experience and skill 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.
- Strong analytical and problem-solving skills.
- Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
- High school diploma or 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.
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.
Benefits
- Employee Assistance Program with Health Advocate.
- Wellbeing program, BetterYou, to help build healthy habits.
- Neurodiversity and caregiver support available.
- Various discounts on everyday items and services.
- Medical Coverage (with additional eligibility requirements).
- 401k Retirement Savings Plan (with additional eligibility requirements).
- Employee Stock Purchase Plan (with additional eligibility requirements).
