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Virtual Tax Analyst

Role overview

Qualifications

  • 1-2 years of U.S. individual tax return preparation and/or review experience
  • Experience with IRS transcripts, amended returns, and prior-year return identification
  • Strong knowledge of U.S. tax laws and individual tax concepts
  • Excellent verbal and written communication skills

Responsibilities

  • Prepare tax returns for the current year
  • Communicating with the clients and assisting them with various tax situations
  • Preparing/ Reviewing complex tax returns
  • Demonstrating the ability to thoroughly understand the tax client's questions

Key facts

Hard skills

Other skills

  • Analytical Skills
  • Motivational Skills
  • Communication
  • Teamwork
  • Collaboration

About the company

H&R Block logo

H&R Block

Tax Advisory & Tax Services

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 prepared approximately 800 million tax returns and grown to have approximately 12,000 offices throughout the United States and around the world. We know that tax needs and situations change from year to year. That’s why we offer new and innovative ways to prepare and file taxes so clients can choose what suits them best. We are a people company first and a tax company second. With this in mind, we deliver care in every interaction, conversation, and at each touchpoint. That’s how we build long-lasting relationships with clients, communities, and associates. 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 because our company still has the feeling of ‘family’ serving as the foundation for our associates and franchisees who bring our purpose to life each day. 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. Our ideas are rooted in unique and diverse perspectives fueled by curiosity and creativity. We’re not afraid to try new things, and never rest on past success. We are passionate in the way we advocate for each other, for our clients, and most importantly, we not only say we are better together…we truly believe it!

Company details

Company typeLarge
IndustryTax Advisory & Tax Services
Company size10001

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Job description

About the Role:

What roles and responsibilities will be performed by the selected candidate?

· Prepare tax returns for the current year.

· Communicating with the clients and assisting them with various tax situations.

· Be aware of different tax situations under OBBBA.

What will you be doing?

· Preparing/ Reviewing complex tax returns

· Communicating with the clients based on their tax situation.

· Demonstrating the ability to thoroughly understand the tax client's questions, conduct thorough research,

and provide comprehensive responses.

Required Qualifications:

Must Have

  • 1-2 years of U.S. individual tax return preparation and/or review experience related to Form 1040 and all schedules 1-3 and attachments A-E.
  • Experience with IRS transcripts, amended returns, and prior-year return identification.
  • Strong knowledge of U.S. tax laws and individual tax concepts.
  • Excellent verbal and written communication skills.
  • Ability to work effectively in a virtual and collaborative environment.
  • Strong analytical and problem-solving skills.
  • Ability to review and resolve routine and complex tax situations.
  • High school diploma or equivalent.
  • Reliable internet connection with a minimum speed of 15 Mbps.
  • Ability to work in a diverse, team-oriented environment.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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