Sr Virtual Tax Advisor

3 weeks ago

Remote Colorado, United States H&R Block Full time

Job Description:

Join a fast-growing centralized team of tax advisors providing virtual tax preparation and review services to clients who’ve begun their individual tax returns using H&R Block’s do-it-yourself program.  The Senior Virtual Tax Advisor both prepares client’s returns and supports Virtual Tax Advisors with their client’s returns to ensure an outstanding client experience.
 
Day to day, you’ll…
 
  • Assist with the training and support of Virtual Tax Advisors
  • Download and complete client tax returns through a virtual platform
  • Communicate with clients through a variety of mediums, including telephone and email
  • Analyze tax information provided by clients and deliver a timely and high-quality client experience 
  • Demonstrate tax expertise by completing accurate returns and dedication to impeccable client service by providing timely and helpful responses to client inquiries
  • Research complex federal and state tax issues to ensure client’s tax returns are accurate and complete before filing
Other duties as assignedAbout H&R Block...

H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve grown to have approximately 12,000 offices throughout the United States and around the world.

We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.

H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.

What you'll bring to the team... 
  •  Strong interpersonal, written, and verbal communication skills
  • A healthy appreciation for good grammar and attention to detail
  • Ability to juggle expertise and care to get clients quick answers to complicated tax and program questions.
  • Excellent problem-solving and analytical skills
Minimum Qualifications:
  • Two years of tax experience including coursework/ accounting experience
  • Two years of customer service experience.
  • Ability to work remotely in a dedicated and quiet workspace.
  • Minimum internet speed of 10mbps upload and download

Education
  • Bachelor’s degree in Accounting or Finance or 
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