Company: H&R Block

Location: Orlando, FL

Expected salary:

Job date: Sat, 12 Jul 2025 22:34:36 GMT

Job description:

Job Title: Virtual Tax Consultant

Job Description:

We are seeking a knowledgeable and motivated Virtual Tax Consultant to join our team. The ideal candidate will have experience conducting virtual tax interviews and will be adept at tax planning and providing audit support. This role involves assisting clients in navigating complex tax situations, ensuring compliance, and maximizing their financial benefits.

Key Responsibilities:

• Conduct virtual tax interviews with clients to gather financial information and assess their tax needs.
• Provide expert tax planning advice to help clients optimize their tax situations.
• Support clients during audits, offering guidance and assistance in preparing necessary documentation.
• Collaborate with team members to analyze tax-related data and develop tailored strategies.
• Stay updated on tax laws and regulations to offer accurate and relevant advice.
• Utilize sales and marketing techniques to promote tax services and expand client base.

Qualifications:

• Proven experience in conducting virtual tax interviews.
• Strong knowledge of tax planning and audit support processes.
• Background in sales and/or marketing, with the ability to engage clients effectively.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong analytical abilities.

Join our team to help clients navigate their tax obligations while providing exceptional service in a virtual environment.