- Remote, United States
- Remote
- Full-time · Mid
- $22–$32 per hour
- 3+ years
Remotely serve clients with diverse tax needs using virtual tools, providing expert tax preparation and building strong client relationships.
Compensation
The pay range for this position is listed below... $21.59 - $32.40/Hr.
Responsibilities
- Take a consultative approach by understanding clients' financial goals, identifying potential tax savings, planning the future, and informing clients about available H&R Block products and services
- Establish rapport and trust with clients by consistently exhibiting empathy, active listening, and a sincere commitment to their financial well-being
- Conduct tax interviews to support retail and DIY online clients through virtual tools – video, phone, chat, email
- Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and H&R Block standards
- Analyze IRS transcripts to identify missed prior year filings or opportunities for amendments
Requirements
- High school diploma or equivalent
- Bachelor’s degree in accounting, finance or a related field
- Nice to have: Enrolled Agent
- Nice to have: Attorney
- Nice to have: CPA