Block Advisor Tax Advisor - Remote

Block Advisor Tax Advisor - Remote

H&R Block is a trusted name in tax preparation and financial services. Our culture emphasizes empowerment, innovation, and collaborative teamwork, giving every associate the opportunity to make a meaningful impact.

As a Remote Tax Professional, you will build long‑term client relationships, deliver accurate and timely tax services, and contribute to business growth through client retention and product expansion. You will work closely with an expert team that provides advanced tax training, client support, and continuous professional development.

• Conduct virtual tax interviews with clients using video conferencing, phone, chat, and email.
• Prepare, review, and file individual tax returns, ensuring compliance with federal, state, and local regulations.
• Provide tax planning recommendations that meet client goals and enhance overall tax strategy.
• Generate business growth by upselling additional products and services to existing clients.
• Communicate and coordinate regularly with leadership and peers to share insights, challenges, and results.
• Maintain high client confidence through clear, concise communication of complex tax situations.
• Use tax and publication tools, such as IRS publications, to research and resolve client inquiries.
• Complete the H&R Block Tax Knowledge Assessment and other required assessments.

• CPA or Enrolled Agent certification (preferred).
• 5+ years of experience in accounting, finance, bookkeeping, or tax.
• Experience completing complex individual tax returns (e.g., Form 1040, 1040‑Schedule A/B/C).
• Experience conducting virtual tax interviews that build client confidence.
• Tax planning and audit support experience.
• Sales and/or marketing experience that drives client expansion.
• High school diploma or equivalent (required); higher education preferred.
• Access to high‑speed, reliable internet and proficiency with MS Teams and Outlook.
• Successful completion of the H&R Block Tax Knowledge Assessment and continuing education requirements.
• Availability to work a minimum of 20 hours per week during peak tax season.
• Strong analytical, problem‑solving, and customer‑service skills.

• Competitive hourly pay ($11.00 – $80.00 per hour) with incentive compensation and short‑term incentive plans.
• Medical coverage with mental health support and coaching programs.
• 401(k) retirement savings plan and Employee Stock Purchase Plan.
• Tax preparation benefit that allows associates to receive the same tax preparation as clients at no direct cost.
• Flexible remote opportunities and a collaborative team environment.
• Association discount program and Business Travel Accident Insurance.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race, color, ethnicity, and national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.