Block Advisor Tax Advisor - Remote

Overview

Be among the first 25 applicants

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, focusing on innovation, client experience, and sustainable growth.

If you embrace challenges as opportunities and seek to make a meaningful difference, our door is always open.

Joining H&R Block as a Remote Tax Professional means you will serve clients with diverse tax needs and have the support of an expert team, including advanced tax training to help you 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
• 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

• Provide tax preparation and advisory support for individual tax returns
• Utilize virtual tools to interact with clients and manage client engagements
• Support client decision-making with clear, concise explanations of tax situations
• Collaborate with the team to deliver high-quality service during peak seasons

• Experience completing individual tax returns
• Experience working in a fast-paced environment
• Access to high-speed, reliable internet
• Experience and proficiency with technology (MS Teams and Outlook)
• Ability to communicate complex tax situations clearly 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 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
• Skill in researching information using tax and publication tools (e.g., IRS Publications/Instructions)

We invest in our people by committing to their total well-being. Our benefit offerings help associates plan for health, well-being, and financial wellness needs.

• Medical coverage with access to 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

We are committed to a Connected Culture where trust, care, and connections shape how we work together. We strive to create an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, color, ethnicity, 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. Sponsored Job. #63748

• Seniority level:
  Not Applicable
• Employment type:
  
  Full-time
• Job function:
  Accounting/Auditing and Finance
• Industries:
  Retail

Portland, OR; various listed roles and salary ranges appear in the posting history.