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H&R Block - Baltimore, MD
posted 4 days ago
About the position
In this role, you will conduct tax interviews with clients and support do-it-yourself online tax clients through various virtual tools such as video conferencing, phone, chat, and email. You will be responsible for generating business growth, increasing client retention, and offering additional products and services. Teamwork is essential to our success, so you will need to communicate and coordinate regularly with leaders and peers about how your remote work is impacting results. Additionally, you will have the opportunity to grow your tax expertise.
Responsibilities
- Conduct tax interviews with clients using virtual tools.
- Support do-it-yourself online tax clients through video conferencing, phone, chat, and email.
- Generate business growth and increase client retention.
- Offer additional products and services to clients.
- Communicate and coordinate with leaders and peers about remote work impact.
- Grow tax expertise.
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 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.
