Block Advisor Tax Advisor - Remote

Overview

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 strive to maintain a high performing, connected culture where everyone feels like they belong. We are pursuing Block Next, a multi-year roadmap focused on innovation, client experience, and sustainable growth.

Joining H&R Block as a Remote Tax Professional means you’ll serve clients with diverse tax needs and have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

A typical day is about inspiring people to make confident, informed decisions about their lives, careers, and money, while building client relationships that grow stronger each year.

• 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 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 inspire confidence in clients by communicating 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 Assessment2 or equivalent.
• High school diploma / equivalent or higher.
• Must complete continuing education requirement 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 need (e.g., IRS Publications/Instructions).

• Support tax interviews with clients and assist do-it-yourself online tax clients through virtual tools.
• Grow client base and retention, and offer additional products and services.
• Collaborate with leaders and peers to understand how remote work impacts results.
• Grow your tax expertise.

• Medical coverage with well-being programs including mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit for associates, with no direct cost to you.
• Flexible/remote opportunities and collaborative teams among other perks.

We are committed to a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong to a larger team. You will be part of an exceptional work environment recognized on Best Companies lists, supported by colleagues focused on growth and mutual support. H&R Block is an equal opportunity employer and welcomes 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.

Sponsored Job

The following roles and locations are shown for context and not exhaustive: Senior Tax Manager, Asset Management;
Federal Tax Manager, Asset Management;
Federal Tax Senior Manager, Asset Management;
Remote options may apply in some locations.