Virtual Fulfillment Tax Professional

🔥 12 hours ago

🏰 Missouri – Remote

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💵 $21 - $32 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Tax

👻 Ghost score 0%

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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 that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.

📋 Description

• Understand clients' financial goals and identify potential tax savings • Plan 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 virtual tax interviews for retail and DIY online clients using video, phone, chat, and 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 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 enhance client experience and 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 • Bachelor's degree in accounting, finance, or a related field preferred • Enrolled Agent, Attorney, or CPA designation preferred

🏖️ Benefits

• Competitive pay • 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 • Advanced tax training • Ongoing training to improve tax expertise, customer service, and tech skills • Remote work

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