Fulfillment Tax Professional

🔥 1 hour ago

🏰 Missouri – Remote

infoinfo

💵 $21 - $32 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

Where this job comes from

Posted on H&R Block's careers page, not through a job board

First seen by Remote Rocketship 1 hour ago

Still open on H&R Block's site. Checked 18 minutes ago.

Logo of H&R Block

H&R Block

10,000+ employees

Founded 1955

💸 Finance

👥 B2C

🤝 B2B

Finance • B2C • B2B

H&R Block is a U. S. -based tax preparation and financial services company founded in 1955 that helps individuals and small businesses with tax filing, bookkeeping, payroll, business-formation services, and related financial products. The company operates retail and franchise tax offices, offers online filing and tax-software options, provides financial products (refund advances, a branded debit card and other bank products in partnership with Pathward), and serves both consumer and small-business customers. H&R Block also runs training and seasonal staffing programs, and provides resources such as The Tax Institute and audit/notice support.

📋 Description

• Serve clients remotely with diverse tax needs using support from an expert team • Understand clients’ financial goals and identify potential tax savings • Plan for clients’ financial futures and inform them about relevant H&R Block products and services • Establish rapport and trust through empathy, active listening, and commitment to clients’ financial well-being • Conduct tax interviews for retail and DIY online clients using video, phone, chat, and email • Review and complete accurate individual and small-business tax returns in compliance with IRS regulations and H&R Block standards • Analyze IRS transcripts to identify missed prior-year filings or amendment opportunities • Provide ethical and credible tax advice • Handle sensitive information confidentially and with integrity • Keep current with tax laws, tools, and technology • Use H&R Block digital tools and platforms to streamline tax preparation and enhance client experience • Share knowledge, support peers, and collaborate with staff to achieve office goals • Perform other duties as assigned

🎯 Requirements

• Three years of tax preparation or review experience required • Experience with IRS transcripts, amendments, and prior year return identification • Exceptional verbal and written communication skills • Strong virtual collaboration skills across digital platforms • Strong knowledge of tax law and personal tax concepts • Analytical skills to interpret, assess, and resolve routine and complex tax situations • Ability to work effectively in a diverse, collaborative team environment • High school diploma or equivalent • Internet speed of at least 15 Mbps • A bachelor’s degree in accounting, finance, or a related field is preferred • Equivalent education and practical experience will also be considered • Enrolled Agent, Attorney, or CPA designation preferred • Bachelor’s degree in accounting, Finance, or a related field preferred

🏖️ Benefits

• Medical and prescription drug coverage for qualifying associates and eligible dependents • H&R Block Retirement Savings Plan (401(k) Plan) • Employee Assistance Program • (Virtual) fitness center programs • Associate discount program • Business Travel Accident Insurance • Associate Tax Prep benefit • Competitive pay • Comprehensive benefits • Support for life both in and outside of work • Ongoing tax, customer service, and technology training

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