Virtual Tax Consultant

1 week ago


Memphis, Tennessee, United States H&R Block Full time

What You Will Contribute to the Organization...

Conduct tax consultations with clients and assist do-it-yourself online tax clients using virtual platforms (such as video conferencing, phone, chat, and email).

Drive business expansion, enhance client loyalty, and provide additional products and services.

Recognize that collaboration is vital to our achievements - regularly communicate and coordinate with leaders and colleagues regarding the impact of your remote work on outcomes.

Advance your tax knowledge and skills.

Your Qualifications

Proven experience in preparing individual tax returns.

Ability to thrive in a dynamic work environment.

Access to high-speed, dependable internet connection.

Proficient in technology, particularly MS Teams and Outlook.

Instill confidence in clients through clear communication of complex tax matters via phone, email, and chat.

Experience employing effective customer service strategies.

Strong analytical and problem-solving abilities.

Successful completion of the H&R Block Tax Knowledge Assessment or a comparable evaluation.

High school diploma or equivalent educational background.

Commitment to fulfilling an 18-hour continuing education requirement and adhering to all IRS and applicable state regulations.

Availability to work a minimum of 20 hours per week during peak tax season.

Skill in researching information using various tax resources and publications to meet client needs (e.g., IRS Publications/Instructions).

Preferred Qualifications

CPA or Enrolled Agent certification.

Experience in preparing complex tax returns.

Over 5 years of experience in accounting, finance, bookkeeping, or tax.

Experience conducting virtual tax consultations that foster client confidence.

Background in tax planning and audit support.

Sales and/or marketing experience.

Benefits of the Position...

At H&R Block, we prioritize and invest in our employees by supporting their overall well-being. Our benefits can assist associates in planning for their unique health, wellness, and financial needs.

Medical coverage includes well-being programs for eligible associates, such as mental health support and coaching.

401k Retirement Savings Plan and Employee Stock Purchase Plan.

Tax preparation benefit allows eligible associates to receive the same tax preparation services as our clients, at no direct cost.

Additional perks include flexible/remote opportunities that align with your lifestyle, collaborative teams, and much more.

The Community You Will Be Part Of:

At H&R Block, we are dedicated to fostering a Connected Culture characterized by trust, care, and collaboration, creating an environment where everyone feels safe to express their authentic selves and belongs to a larger team.

You will be immersed in an exceptional work environment recognized globally on Best Companies lists, surrounded by colleagues committed to mutual growth and support.

H&R Block is an equal opportunity employer. We embrace and celebrate diversity in the workplace, regardless of gender, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

If you are looking to make a meaningful impact, H&R Block is the right place for you.



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