Block Advisor Tax Advisor - Remote
Pacifica, San Mateo County, California, 94045, USA
Listed on 2025-10-21
-
Finance & Banking
Tax Accountant, Tax Advisor -
Accounting
Tax Accountant, Tax Advisor
1 week ago Be among the first 25 applicants
CompanyAt H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high‑performing, connected culture, where everyone feels like they belong. We are committed to continuous improvement through a long‑term strategy known as Block Next, focused on innovation, client experience and sustainable growth.
RoleSummary
Joining H&R Block as a Remote Tax Professional means you’ll serve clients with diverse tax needs and you’ll have the support of an expert team dedicated to advanced tax training that will help you succeed.
What You’ll Do- Conduct tax interviews with clients and support do‑it‑yourself online tax clients through virtual tools (video conference, phone, chat, email).
- Generate business growth, increase client retention, and offer additional products and services.
- Communicate and coordinate regularly with leaders and peers about how your remote work is impacting results.
- Continually grow your tax expertise.
- CPA or Enrolled Agent certification (nice to have).
- 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 in technology, specifically MS Teams and Outlook.
- Excellent communication skills for complex tax situations via phone, email, and chat.
- Effective customer service techniques.
- Analytical and problem‑solving skills.
- Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
- High school diploma or equivalent, or higher.
- Must complete continuing education requirements and meet all IRS and state requirements.
- Availability to work a minimum of 20 hours per week during peak tax season.
- Skill in researching information using tax and publication tools (e.g., IRS Publications).
- Medical coverage with employee well‑being programs, including mental health support and coaching.
- 401(k) retirement savings plan and Employee Stock Purchase Plan.
- Tax prep benefit – eligible associates can receive the same tax preparation as clients at no direct cost.
- Other perks such as flexible/remote opportunities, collaborative teams, and more.
H&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.
Pay Range$11.00 – $80.00 per hour.
#J-18808-Ljbffr(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).