Block Advisor Tax Advisor - Remote

Overview

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

Joining H&R Block as a Remote Tax Professional means 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.

It would be even better if you also had…

• Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (i.e., 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

• 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
• Experience and skilled in technology (specifically MS Teams and Outlook)
• Inspire confidence in our 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 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 (i.e., IRS Publications/Instructions)

• Medical coverage - includes mental health support and coaching
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you
• Flexible/remote opportunities and collaborative teams

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.