Block Advisor Tax Advisor - Remote

Overview

Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block.

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 the advanced tax training you’ll need to be successful.

You’ll build client relationships and help clients make confident, informed decisions about their lives, careers, and money.

• 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.

• 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 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 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 needs (e.g., IRS Publications/Instructions).

• Experience completing individual tax returns
• Experience in a fast-paced environment
• Reliable internet access
• Technical proficiency with MS Teams and Outlook
• Strong communication and customer service skills
• Analytical problem-solving abilities
• Tax knowledge assessment completion
• Education:
  
  high school diploma or equivalent
• Compliance with continuing education and IRS/state requirements
• Remote work availability tied to tax season demand

• Medical coverage and wellness support
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax preparation benefit for associates
• Flexible/remote opportunities with collaborative teams

At H&R Block we are committed to a Connected Culture where trust, care, and connections guide how we work together. We strive to create an environment where everyone feels safe to bring their authentic self and belongs to a larger team. H&R Block is an equal opportunity employer and 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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