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H&R Block

Tax preparation and filing services

Fulfillment Tax Professional

Tax AccountingUpdated on Nov 10
Full-timeRemote in USARemote

About the Job

Requirements

  • Three years of tax preparation or review experience is required.
  • Experience with Internal Revenue Service transcripts, amendments, and identifying prior-year returns is required.
  • Strong verbal and written communication skills, including virtual collaboration, clear communication, constructive feedback, and effective engagement across digital platforms, are required.
  • Strong knowledge of tax law and the ability to explain personal tax concepts relevant to the company's client base are required.
  • Analytical skills to interpret, assess, and resolve routine and complex tax situations are required.
  • Ability to work effectively in a diverse, collaborative team environment is required.
  • A high school diploma or equivalent is required.
  • Internet speed of at least 15 Mbps is required.

Responsibilities

  • Understand clients' financial goals, identify potential tax savings, plan for the future, and inform clients about products and services that may support their financial objectives.
  • Establish rapport and trust with clients through empathy, active listening, and commitment to their financial well-being.
  • Conduct tax interviews and support retail and do-it-yourself online clients using video, phone, chat, and email.
  • Review and complete accurate tax returns for individuals and small businesses in compliance with Internal Revenue Service regulations and company standards.
  • Analyze Internal Revenue Service transcripts to identify missed prior-year filings or opportunities for amendments.
  • Offer ethical, credible advice regardless of client suggestions.
  • Handle sensitive information with confidentiality and integrity.
  • Keep current with tax laws, tools, and technology, and pursue ongoing training to improve tax expertise, customer service, and technical skills.
  • Use company digital tools and platforms confidently to streamline tax preparation and enhance the client experience.
  • Share knowledge, support peers, and collaborate with staff to enhance client experience and achieve office goals.
  • Perform other duties as assigned.

Desired Qualifications

  • An Enrolled Agent, Attorney, or Certified Public Accountant designation is preferred.
  • A bachelor's degree in Accounting, Finance, or a related field is preferred.

About the Company

H&R Block

Tax preparation and filing services

H&R Block provides tax preparation services through a large network of offices and digital options. It helps individuals and small businesses file taxes via in-person consultations, online tax software, and guided support, using trained tax professionals to complete and file returns. The company differentiates itself through a people-first culture, a broad franchise and office footprint, and a commitment to accessible, personalized service rather than relying solely on technology. Its goal is to help clients feel confident about their taxes and connect with communities by offering dependable, affordable tax help and guidance.

Company size
1-10
Company stage
IPO
Headquarters
Kansas City, MO
Founded
1955

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