Block Advisor Tax Advisor - Remote

Overview

Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block
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Remote Tax Professional role with training and support from an expert team to handle diverse tax needs.

• 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 with technology (specifically MS Teams and Outlook)
• 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 or equivalent
• High school diploma / equivalent or higher
• Must complete continuing education requirements and meet IRS and applicable state requirements
• Availability to work a minimum of 20 hours a week during peak tax season
• Ability to research information using tax publications and tools (e.g., IRS publications)

At H&R Block, we invest in our people and offer benefits to support health, well-being, and financial wellness. This includes flexible/remote opportunities and collaborative teams.

• Medical coverage with mental health support and coaching
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit for associates
• Other perks like flexible/remote opportunities and collaborative teams

We are committed to a Connected Culture where trust, care, and connections help everyone belong. 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.

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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