Block Advisor Tax Advisor - Remote

Overview

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

Remote Tax Professional with H&R Block provides tax services to clients with diverse needs and works with an expert team that provides advanced tax training to help you succeed.

• 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.
• Collaborate with leaders and peers; communicate how remote work is impacting results and coordinate regularly.
• 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 (MS Teams and Outlook).
• Ability to communicate complex tax situations concisely via phone, email, and chat to inspire client confidence.
• 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 IRS and applicable state requirements.
• Availability to work a minimum of 20 hours per week during peak tax season.
• Skill in researching information using tax publications and tools to understand client needs (e.g., IRS Publications/Instructions).

• 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.

• Medical coverage with well-being programs including mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit — eligible associates can receive the same tax preparation services as clients, with no direct cost to you.
• Flexible/remote opportunities, collaborative teams, and additional perks.

H&R Block is committed to a connected culture where trust, care, and connections help everyone feel safe, belong, and grow. We are an equal opportunity employer and welcome diversity in the workplace.

Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.

Job function:
Accounting/Auditing and Finance

Industry: Retail

Employment type:

Full-time

Remote (U.S. based) with eligibility to work remotely.