Block Advisor Tax Advisor - Remote
Pleasanton, Alameda County, California, 94566, USA
Listed on 2025-10-19
-
Finance & Banking
Tax Accountant, Tax Advisor, Tax Manager
Block Advisor Tax Advisor – Remote
Join H&R Block as a Remote Tax Professional to serve clients with diverse tax needs. You’ll be supported by an expert team dedicated to providing advanced training to help you succeed.
Typical DayAs you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.
Responsibilities- Conduct tax interviews with clients and support do‑it‑yourself online tax clients through virtual tools (video, phone, chat, email).
- Generate business growth, increase client retention, and offer additional products and services.
- Understand that teamwork is essential to our success – communicate and coordinate regularly with leaders and peers about how your remote work is impacting results.
- Grow your tax expertise.
- CPA or Enrolled Agent certification.
- Experience completing complex tax returns.
- 5+ years of experience in accounting, finance, bookkeeping, or tax.
- Experience conducting virtual tax interviews that create confidence in clients.
- Tax planning and audit support experience.
- Sales and/or marketing experience.
- Experience completing individual tax returns.
- Experience working in a fast‑paced environment.
- Access to high‑speed, reliable internet.
- Proficiency with technology (specifically MS Teams and Outlook).
- Inspire confidence in clients with your ability to communicate complex tax situations concisely via phone, email, and chat.
- Experience utilizing effective customer service techniques.
- Analytical and problem‑solving skills.
- Successful completion of the H&R Block Tax Knowledge Assessment.
- High school diploma / equivalent or higher.
- Must complete continuing education requirement and meet all IRS and applicable state requirements.
- Availability to work a minimum of 20 hours a week during peak tax season.
- Skill in researching information using various tax and publication tools to understand the client’s need.
- Medical coverage – allows eligible associates to receive programs including mental health support and coaching.
- 401k Retirement Savings Plan and Employee Stock Purchase Plan.
- Tax prep benefit – allows eligible associates to receive the same tax preparation as clients at no direct cost to you.
- Other perks such as flexible/remote opportunities that meet your life, collaborative teams and much more!
$11.00 - $80.00/Hr.
Legal InformationH&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you’re looking to make an impact, H&R Block is the place for you.
Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.
Pay Range Information:
The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job‑related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short‑term incentive plans, which could generate additional earnings in accordance with the terms of each plan.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).