Second Look Virtual Tax Professional
关于角色 当你激励人们对他们的生活，职业和资金做出自信，知情的决定时，你将建立与客户关系，这些关系会逐年变得更强大。作为一个经验丰富的虚拟税务专业人士加入 H&R Block 意味着你将远程服务于具有多样的税务需求的客户，并得到专家团队的支持，专门为你提供先进的税务培训，以便成功。每天，你... ·采取咨询方法了解客户的财务目标，确定潜在的税收节约，计划未来，并向客户介绍可用的 H&R Blockchain 产品和服务，可能有助于他们实现财务目标 · 通过持续表现同情，积极倾听和对他们的财务福祉的诚意承诺与客户建立关系和信任。· 通过虚拟工具进行税务面试支持零售和自创在线客户：视频，电话，聊天，电子邮件；· 审查并根据 IRS 规定和 H&R 区块标准完成个人和小企业的准确税收申报表。·分析 IRS 转录以确定错过前一年提交或修改机会。· 不管客户建议如何提供道德，可靠的咨询。· 以保密性和完整性处理敏感信息。· 保持最新的税收法律，工具和技术以提供精确服务。持续培训提高税务专业知识，客户服务和技术技能 · 以自信地使用 H&R Block 的数字工具 （视频，电话，聊天，电子邮件和平台）来简化税务准备过程并增强客户体验 ·通过分享知识，支持同行以及与员工合作不断增进客户体驗和实现办公目标 · 其他职责根据分配要求资格 · 三年税务准则或审查经验所需。· 经验与 IRS 转录，修改和前一年退款识别 · 特殊的口头和书面沟通技能，重点放在虚拟合作上，包括能够明确交流，提供建设性反以及有效地参与数字平台。· 有强大的税法知识，有能力
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About the Role
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.
Joining H&R Block as an experienced Virtual Tax Professional means you’ll remotely serve clients with diverse tax needs with the support of an expert team, dedicated to providing you with the advanced tax training you’ll need to be successful.
Day to day, you'll...
- 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 that may assist with their financial objectives
- 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
- Offer ethical, credible advice regardless of client suggestions
- Handle sensitive information with confidentiality and integrity
- Keep up to date with tax laws, tools, and technology for accurate service. Pursuing ongoing training to improve tax expertise, customer service, and tech skills
- Use H&R Block’s digital tools (video, phone, chat, email, and platforms) confidently to streamline the tax preparation process and enhance client experience
- Foster a positive team environment by sharing knowledge, supporting peers, and collaborating with staff to enhance client experience and achieve office goals continuously
- Other duties as assigned
Required Qualifications
- Three years of tax preparation or review experience required. A bachelor’s degree in accounting, finance, or a related field is preferred, but equivalent education and practical experience will also be considered.
- Experience with IRS transcripts, amendments, and prior year return identification
- Exceptional verbal and written communication skills, with a strong emphasis on virtual collaboration, including the ability to communicate clearly, provide constructive feedback, and engage effectively across digital platforms.
- Strong knowledge of tax law, with the ability to explain personal tax concepts relevant to H&R Block’s client base
- Analytical skills to interpret, assess, and resolve both routine and complex tax situations
- Ability to work effectively in a diverse, collaborative team environment
- High school diploma or equivalent
Preferred Qualifications
- Enrolled Agent, Attorney, or CPA designation
- Master’s degree in accounting, Finance, or a related field
Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
Pay Range Information
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit.
Pay Range
$21.59 - $32.40/Hr.Originally posted on Himalayas