
Experienced Tax Professional - Remote
- Lakewood, CO
- $11.00-80.00 per hour
- Permanent
- Full-time
- Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (i.e., video conferencing, phone, chat, email)
- Generate business growth, increase client retention, and offer additional products and services
- Understand that teamwork is essential to our success - communicate and coordinate regularly with leaders and peers about how your remote work is impacting results
- Grow your tax expertise
- Experience completing individual tax returns
- Experience working in a fast-paced environment
- Access to high speed, reliable internet
- Experience and skilled in technology (specifically MS Teams and Outlook)
- Inspire confidence in our clients with your ability to communicate complex tax situations concisely via phone, email and chat
- Experience utilizing effective customer service techniques
- Analytical and problem-solving skills
- Successful completion of the H&R Block Tax Knowledge Assessment2 or equivalent
- High school diploma / equivalent or higher
- Must complete continuing education requirement and meet all other IRS and applicable state requirements
- Availability to work a minimum of 20 hours a week during peak tax season
- Skill in researching information using various tax and publication tools to understand the client’s need (i.e., IRS Publications/Instructions)
- CPA or Enrolled Agent certification
- Experience completing complex tax returns
- 5+ years of experience in accounting, finance, bookkeeping or tax
- Experience conducting virtual tax interviews that create confidence in clients
- Tax planning and audit support experience
- Sales and/or marketing experience
- Medical coverage – allows eligible associate well-being programs including mental health support and coaching
- 401k Retirement Savings Plan and Employee Stock Purchase Plan
- Tax prep benefit – allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!
- Other perks like flexible/remote opportunities that meet your life, collaborative teams and much more!