Block Advisor Tax Advisor - Remote

Overview

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A Typical Day... As 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. 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 providing you with advanced tax training you’ll need to be successful.

Why this role At H&R Block, we’re curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

• Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (video conferencing, 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
• Experience and skill in technology (specifically MS Teams and Outlook)
• Ability to communicate complex tax situations concisely via phone, email and chat to inspire client confidence
• Experience utilizing effective customer service techniques
• Analytical and problem-solving skills
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
• High school diploma / equivalent or higher
• Must complete continuing education requirements 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 including mental health support and coaching
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit - eligible associates receive tax preparation services with no direct cost to you
• Flexible/remote opportunities and collaborative teams

At H&R Block we are committed to a Connected Culture where trust, care, and connections help us work together and make everyone feel safe to bring their authentic self to work every day. You will be part of an environment recognized on Best Companies lists and supported by colleagues who help each other grow.

H&R Block is an equal opportunity employer. We 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.

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