Block Advisor Tax Advisor - Remote

Overview

Block Advisor Tax Advisor - Remote role at H&R Block. Remote Tax Professional position serving clients with diverse tax needs and supported by an expert team with advanced tax training.

• 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 skilled in technology (MS Teams and Outlook)
• Ability to communicate complex tax situations concisely via phone, email and chat to inspire confidence in clients
• 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 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 (IRS Publications/Instructions)

• Medical coverage and well-being programs including mental health support and coaching
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit for associates
• Flexible/remote opportunities and collaborative teams

H&R Block is committed to a Connected Culture where trust, care, and connections help everyone belong. We offer an exceptional work environment recognized on Best Companies lists, with colleagues who support each other’s growth.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace the and welcome applicants regardless of gender, race, 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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