Remotely Based Tax Expert

2 weeks ago


Tuscola, Illinois, United States H&R Block Full time
Company Overview

H&R Block is a leading provider of tax preparation services and solutions. Our mission is to empower individuals and families to achieve financial confidence and well-being.


About the Role

We are seeking an experienced Tax Professional to join our remote team as a Virtual Tax Specialist. In this role, you will work closely with clients to prepare their tax returns, provide expert guidance, and build long-term relationships.


Job Description

As a Virtual Tax Specialist, you will:

  • Conduct tax interviews with clients and support DIY online tax clients through virtual tools (e.g., video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Understand that teamwork is essential to our success - communicate and coordinate regularly with leaders and peers about how your remote work is impacting results

You will be inspired by our commitment to delivering exceptional service and building strong relationships with our clients.


Required Skills and Qualifications

To succeed in this role, you should have:

  • 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)
  • Inspire confidence in our clients with your 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

Benefits

We believe in investing in our people's total well-being. Our benefit offerings include:

  • 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
  • Variety of discounts on everyday items and services
  • Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan, and Employee Stock Purchase Plan

Salary

The estimated annual salary for this position is $55,000-$65,000 depending on experience.



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