Block Advisor Tax Advisor - Remote

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At 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 strive to continuously improve our business and have committed to a long‑term strategy and transformation plan known as Block Next. This multi‑year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.

As a Remote Tax Professional, 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.

• 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.
• 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.
• Proficiency with technology (MS Teams, Outlook).
• Inspire confidence in clients with your 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 all other 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.

• Medical coverage and eligible associate wellness programs.
• 401(k) Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit allowing eligible associates to receive the same tax preparation as our clients, at no direct cost.
• Other perks such as flexible/remote opportunities, collaborative teams and much more.

At H&R Block we remain committed to building a Connected Culture — one in which trust, care, and connections guide how we work together, creating an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment recognized worldwide on Best Companies lists, and supported by colleagues who help each other grow.

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.