About Company
H&R Block is a global consumer tax services provider, proudly helping millions of clients with their tax preparation needs for over 60 years. With thousands of offices across the U.S. and around the world, and an innovative suite of digital tax solutions, we are committed to making our clients’ lives better by solving their tax needs. We believe in providing accessible, accurate, and reliable tax preparation, empowering individuals and businesses to navigate complex tax landscapes with confidence. Our culture thrives on integrity, respect, and a commitment to service excellence, fostering an environment where our associates can grow, learn, and make a tangible difference. Join a team that values your expertise and dedication, and help us continue our legacy of trusted service.
Job Description
Are you an organized, detail-oriented individual with a passion for helping people and a solid understanding of tax regulations? H&R Block is seeking dedicated and enthusiastic Seasonal Remote Tax Preparers to join our expert team for the upcoming tax season in Montgomery, Alabama. This is an exceptional opportunity to work from the comfort of your home, utilizing your tax knowledge to assist a diverse range of clients in accurately preparing and filing their tax returns. As a Remote Tax Preparer, you will play a crucial role in providing outstanding client service, ensuring compliance with federal, state, and local tax laws, and maximizing client refunds or minimizing liabilities.
This seasonal position offers flexibility and the chance to contribute to a nationally recognized brand known for its commitment to client success. You will engage directly with clients through virtual channels, providing expert tax advice, reviewing financial documents, and meticulously preparing individual income tax returns. We provide comprehensive training and access to state-of-the-art tax software and resources, ensuring you are fully equipped to handle various tax scenarios. This role is perfect for individuals looking to leverage their tax expertise in a flexible, remote setting during the busy tax season, with the potential for return engagements in future seasons. If you are passionate about taxes, possess excellent communication skills, and are dedicated to accuracy, we encourage you to apply and become a valued part of the H&R Block team, helping our Montgomery area clients navigate their tax journeys with ease and confidence. This role is vital in ensuring our clients receive top-tier, accurate, and timely tax preparation services while enjoying the convenience of virtual interaction. Your ability to connect with clients, understand their unique financial situations, and apply complex tax rules will be key to your success and our clients’ satisfaction.
Key Responsibilities
- Conduct remote interviews with clients to gather necessary information and accurately prepare their income tax returns.
- Provide exceptional client service by answering tax-related questions and offering clear explanations of tax laws and filing requirements.
- Review financial records, such as W-2s, 1099s, and expense receipts, to ensure accuracy and completeness.
- Accurately input data into tax preparation software and ensure all forms are completed in accordance with IRS regulations and state laws.
- Identify potential tax deductions and credits to help clients minimize their tax liability or maximize their refund.
- Maintain client confidentiality and uphold H&R Block’s ethical standards and professional code of conduct.
- Stay updated on current tax laws, changes, and IRS regulations through continuous training and self-study.
- Assist with administrative tasks related to tax preparation, including document management and client follow-up as needed.
- Collaborate with other tax professionals and support staff as part of a virtual team environment.
Required Skills
- Proven experience in tax preparation or a strong foundational knowledge of U.S. federal and state tax laws.
- Excellent verbal and written communication skills to effectively interact with clients remotely.
- Strong attention to detail and accuracy in data entry and financial calculations.
- Proficiency in using tax preparation software and general computer skills (e.g., Microsoft Office Suite).
- Ability to work independently and manage time effectively in a remote work environment.
- High level of integrity and ability to maintain client confidentiality.
- Must have a reliable internet connection and a dedicated home office space free from distractions.
Preferred Qualifications
- 1-2 years of experience preparing individual income tax returns.
- Current PTIN (Preparer Tax Identification Number) or willingness to obtain one prior to employment.
- Experience with H&R Block tax software or similar industry-standard programs.
- Associate's or Bachelor's degree in Accounting, Finance, or a related field.
- Enrolled Agent (EA) certification or other professional tax certifications.
- Bilingual proficiency (especially Spanish) is a significant plus.
Perks & Benefits
- Competitive seasonal hourly pay.
- Flexible remote work schedule, allowing for work-life balance during tax season.
- Comprehensive paid training on tax laws, software, and H&R Block procedures.
- Opportunity to work with a recognized industry leader and global brand.
- Potential for rehire in subsequent tax seasons based on performance and business needs.
- Access to professional development resources and ongoing learning opportunities.
- Supportive virtual team environment with access to experienced mentors and colleagues.
- Make a tangible difference in clients' financial lives.
How to Apply
To apply for this exciting Seasonal Remote Tax Preparer position, please click on the application link below. You will be redirected to our careers page where you can submit your resume and complete the application process. We look forward to reviewing your qualifications and potentially welcoming you to the H&R Block team!