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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong tax knowledge and customer service skills, effectively utilizing digital tools to support clients in navigating tax preparation. Excels in research, problem-solving, and communication within a fast-paced virtual environment.
Highest-signal resume keywords
Tax Preparation ExperienceCustomer Service ExperienceStrong Research SkillsExcellent Communication SkillsEnrolled Agent (EA) Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax KnowledgeTax PreparationResearch SkillsProblem-Solving SkillsAttention to DetailNavigating Multiple ApplicationsDigital Support ToolsClient SupportTax LawsIndividual Income Tax Returns
Soft Skills
Communication SkillsTeam CollaborationIndependenceEngagementAdaptability
Tools & Technologies
H&R Block Online Tax Preparation ToolsProprietary ToolsDigital Support Tools
Certifications & Qualifications
Enrolled Agent (EA)CPAAFSP Participant
Industry Keywords
Tax SupportContact CenterChat SupportRetail Tax OfficeFinancial Services
About the role
Key responsibilities & impact- Answer clients’ tax-related questions primarily through chat and approved digital support tools
- Help clients navigate H&R Block’s online tax preparation tools
- Provide clear, supportive guidance for do-it-yourself tax clients
- Research federal and state tax laws to provide accurate, current information
- Use proprietary tools and resources to deliver client support
- Collaborate with teammates to share insights, solve problems, and improve the client experience
- Escalate complex tax situations to advanced support teams when appropriate
- Manage multiple conversations, systems, and knowledge resources in a fast-paced virtual environment
- Embrace new challenges and opportunities during tax season
Requirements
What you’ll need- Demonstrated tax knowledge through tax preparation experience, tax education, or tax support experience
- Customer service experience in a professional environment
- Successful completion of required H&R Block Tax Knowledge Assessments
- A quiet, dedicated workspace and a reliable internet connection
- Ability to work from an approved secure remote work location meeting company security and privacy requirements
- Excellent written and verbal communication skills
- Strong attention to detail and passion for accuracy
- Strong research and problem-solving skills
- Ability to navigate multiple applications and technology tools simultaneously
- Ability to work independently in a virtual environment while remaining engaged with the team
- Preferred: Experience preparing individual income tax returns
- Preferred: Experience in contact center, chat support, or digital service environments
- Preferred: Experience in a retail tax office, tax firm, financial services organization, or tax-related support role
- Preferred: Enrolled Agent (EA), CPA, attorney, AFSP participant, or other tax credentials
Benefits
Comp & perks- Competitive pay
- Medical and prescription drug coverage for qualifying associates and eligible dependents
- H&R Block Retirement Savings Plan (401(k) Plan)
- Employee Assistance Program
- (Virtual) fitness center programs
- Associate discount program
- Business Travel Accident Insurance
- Associate Tax Prep benefit
- Tax training and real-world tax scenarios
- Potential opportunities to pursue future tax-focused roles within H&R Block
- Remote seasonal work from an approved secure workspace