What you'll bring to the team...
- 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
Your 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 Assessment1 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)
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