• Understand clients' financial goals and identify potential tax savings
• Plan clients' financial futures and inform them about relevant H&R Block products and services
• Establish rapport and trust through empathy, active listening, and commitment to clients' financial well-being
• Conduct virtual tax interviews for retail and DIY online clients using video, phone, chat, and email
• Review and complete accurate tax returns for individuals and small businesses in compliance with IRS regulations and H&R Block standards
• Analyze IRS transcripts to identify missed prior-year filings or amendment opportunities
• Provide ethical and credible tax advice
• Handle sensitive information confidentially and with integrity
• Keep current with tax laws, tools, and technology
• Use H&R Block digital tools and platforms to streamline tax preparation and enhance client experience
• Share knowledge, support peers, and collaborate with staff to enhance client experience and achieve office goals
• Perform other duties as assigned

Virtual Fulfillment Tax Professional

• Interpret, analyze, and formulate solutions to highly complex tax situations
• Research complex tax issues and communicate findings
• Apply tax research principles, procedures, and techniques
• Explain personal, corporate, partnership, fiduciary, estate, gift, and international taxation matters
• Solve problems systematically by analyzing and evaluating alternative solutions
• Handle multiple tasks and projects simultaneously
• Work in a standard office environment
• Travel less than 10% of the time

Claims Tax Analyst

• Take a consultative approach to understand clients’ financial goals, identify potential tax savings, plan for the future, and inform clients about relevant H&R Block products and services
• Establish rapport and trust with clients through empathy, active listening, and commitment to their financial well-being
• Conduct tax interviews for retail and DIY online clients using video, phone, chat, and email
• Review and complete accurate individual and small-business tax returns in compliance with IRS regulations and H&R Block standards
• Analyze IRS transcripts to identify missed prior-year filings or amendment opportunities
• Provide ethical, credible tax advice
• Handle sensitive information confidentially and with integrity
• Stay current with tax laws, tools, and technology through ongoing training
• Use H&R Block digital tools and platforms to streamline tax preparation and enhance client experience
• Share knowledge, support peers, and collaborate with staff to foster a positive team environment and achieve office goals
• Perform other duties as assigned

Tax jobs in Missouri

Virtual Fulfillment Tax Professional

Claims Tax Analyst

Virtual Tax Professional