Tax Consultant

4 days ago


Denver, Colorado, United States H&R Block Full time
About the Role

We are seeking a skilled Tax Consultant to join our team as a Virtual Client Support Specialist. As a key member of our remote tax support team, you will be responsible for providing exceptional client service and tax expertise to individuals with diverse tax needs.

Key Responsibilities
  • Conduct tax interviews with clients via video conferencing, phone, or chat, ensuring a high level of confidence in their ability to make informed decisions about their finances.
  • Support do-it-yourself online tax clients through virtual tools, providing personalized guidance and assistance whenever needed.
  • Generate business growth by upselling additional products and services to clients, while maintaining a high level of client retention.
  • Communicate effectively with leaders and peers to ensure seamless teamwork and collaboration, even in a remote work environment.
Requirements
  • A minimum of 5 years of experience in accounting, finance, bookkeeping, or tax, preferably with a strong background in individual tax returns.
  • Experience working in a fast-paced environment and utilizing effective customer service techniques to resolve complex client issues.
  • Excellent analytical and problem-solving skills, with the ability to communicate complex tax situations concisely via phone, email, or chat.
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent, demonstrating a high level of tax expertise.
  • High school diploma or equivalent, with a commitment to ongoing continuing education and professional development.
  • Ability to work a minimum of 20 hours per week during peak tax season, with flexible scheduling to accommodate client needs.
Benefits
  • Competitive salary range: $60,000 - $80,000 per year, depending on experience.
  • Opportunity to work from home, with access to high-speed internet and necessary software tools.
  • Professional development opportunities, including training and certification programs.
  • Collaborative and supportive team environment, with regular feedback and recognition.
  • Access to employee benefits, including medical coverage, 401(k) retirement savings plan, and employee stock purchase plan.

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