H&R Block - Harlingen, TX
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 support to both individual clients and those using our do-it-yourself online tax services. This position is seasonal and requires a commitment to work a minimum of 20 hours a week during the peak tax season, ensuring that you are available to assist clients during their most critical financial moments. In this role, you will not only be responsible for preparing individual tax returns but also for generating business growth and increasing client retention by offering additional products and services. You will be part of a collaborative team, where communication and coordination with leaders and peers are essential to achieving success. Your ability to inspire confidence in clients through clear communication of complex tax situations will be key to building strong client relationships that grow stronger each year. H&R Block is committed to providing you with the advanced tax training necessary to excel in this position. You will have access to a supportive expert team that will help you enhance your tax expertise and stay updated on the latest tax regulations and practices. This is an exciting opportunity to make a meaningful difference in the lives of clients while working in a dynamic and fast-paced environment.
Responsibilities
- Conduct tax interviews with clients using virtual tools such as video conferencing, phone, chat, and email.
- Support do-it-yourself online tax clients through virtual assistance.
- Generate business growth and increase client retention by offering additional products and services.
- Communicate and coordinate regularly with leaders and peers about remote work impacts on results.
- Grow tax expertise through ongoing training and client interactions.
Requirements
- Experience completing individual tax returns.
- Experience working in a fast-paced environment.
- Access to high-speed, reliable internet.
- Proficiency 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 requirements and meet all 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 instill 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).
