Sr Virtual Tax Advisor
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Job Description:
Join a fast-growing centralized team of tax advisors providing virtual tax preparation and review services to clients who’ve begun their individual tax returns using H&R Block’s do-it-yourself program. The Senior Virtual Tax Advisor both prepares client’s returns and supports Virtual Tax Advisors with their client’s returns to ensure an outstanding client experience.Day to day, you’ll…
- Assist with the training and support of Virtual Tax Advisors
- Download and complete client tax returns through a virtual platform
- Communicate with clients through a variety of mediums, including telephone and email
- Analyze tax information provided by clients and deliver a timely and high-quality client experience
- Demonstrate tax expertise by completing accurate returns and dedication to impeccable client service by providing timely and helpful responses to client inquiries
- Research complex federal and state tax issues to ensure client’s tax returns are accurate and complete before filing
H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve grown to have approximately 12,000 offices throughout the United States and around the world.
We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.
H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.
What you'll bring to the team...Education- Bachelor’s degree in Accounting or Finance or an equivalent combination of education and experience plus three years of tax preparation experience
Skills and Experience
- Three years of prior tax preparation experience
- Ability to provide second level of review for returns completed by other Best of Both Tax Advisors
- Excellent verbal and written communication skills including ability to lead training sessions
- Knowledge of tax law sufficient to understand and explain most elements of personal taxation as they apply to H&R Block’s client demographics
- Ability to interpret, analyze, and correctly formulate solutions to both routine as well as highly complex tax situations
Sr Virtual Tax Advisor
To see similar active jobs please follow this link: Remote Finance jobs
Job Description:
Join a fast-growing centralized team of tax advisors providing virtual tax preparation and review services to clients who’ve begun their individual tax returns using H&R Block’s do-it-yourself program. The Senior Virtual Tax Advisor both prepares client’s returns and supports Virtual Tax Advisors with their client’s returns to ensure an outstanding client experience.Day to day, you’ll…
- Assist with the training and support of Virtual Tax Advisors
- Download and complete client tax returns through a virtual platform
- Communicate with clients through a variety of mediums, including telephone and email
- Analyze tax information provided by clients and deliver a timely and high-quality client experience
- Demonstrate tax expertise by completing accurate returns and dedication to impeccable client service by providing timely and helpful responses to client inquiries
- Research complex federal and state tax issues to ensure client’s tax returns are accurate and complete before filing
H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We’ve been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we’ve grown to have approximately 12,000 offices throughout the United States and around the world.
We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it’s how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it’s all those things, and much more.
H&R Block is committed to diversity and inclusion and is proud to be an equal opportunity employer. We consider qualified applicants regardless of race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class. All qualified applicants are welcomed and encouraged to apply.
What you'll bring to the team...Education- Bachelor’s degree in Accounting or Finance or an equivalent combination of education and experience plus three years of tax preparation experience
Skills and Experience
- Three years of prior tax preparation experience
- Ability to provide second level of review for returns completed by other Best of Both Tax Advisors
- Excellent verbal and written communication skills including ability to lead training sessions
- Knowledge of tax law sufficient to understand and explain most elements of personal taxation as they apply to H&R Block’s client demographics
- Ability to interpret, analyze, and correctly formulate solutions to both routine as well as highly complex tax situations