Block Advisor Tax Advisor - Remote

Overview

Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block. As a Remote Tax Professional, you’ll serve clients with diverse tax needs with the support of an expert team and advanced tax training to help you succeed.

• Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools (video, phone, chat, email).
• Generate business growth, increase client retention, and offer additional products and services.
• Understand that teamwork is essential to success—communicate and coordinate regularly with leaders and peers about how remote work is impacting results.
• Grow your tax expertise.

• CPA or Enrolled Agent certification (preferred).
• Experience completing complex tax returns.
• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience conducting virtual tax interviews that build client confidence.
• Tax planning and audit support experience.
• Sales and/or marketing experience.
• Experience completing individual tax returns.
• Access to high-speed, reliable internet.
• Experience with technology (MS Teams and Outlook).
• Ability to communicate complex tax situations concisely via phone, email and chat.
• Strong customer service, analytical and problem-solving skills.
• Must complete continuing education requirements and meet IRS and state requirements.
• Availability to work a minimum of 20 hours per week during peak tax season.
• Enrollment in or completion of the H&R Block Income Tax Course is not a guarantee of employment.

• Medical coverage with well-being programs including mental health support and coaching.
• 401(k) retirement savings plan and Employee Stock Purchase Plan.
• Tax prep benefit for associates (no direct cost to you).
• Flexible/remote opportunities and collaborative teams.

H&R Block is committed to a connected culture where trust, care, and connections help everyone belong as part of a larger team. We strive to improve our business through Block Next and focus on innovation, client experience, and sustainable growth.

H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race, color, ethnicity, 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.