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, with support from an expert team and advanced tax training to help you be successful.

After applying, you may receive AI-powered guidance on this job and other features.

• 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.
• 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 (preferred).
• Experience completing complex tax returns and individual 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.
• Access to high speed, reliable internet.
• Experience with technology (MS Teams and Outlook) and strong communication skills to explain complex tax situations clearly via phone, email and chat.
• Ability to research information using various tax and publication tools (e.g., IRS Publications/Instructions).
• High school diploma or higher; continuing education requirements and IRS/state requirements must be met.
• Availability to work a minimum of 20 hours a week during peak tax season.

• Develop client relationships and support clients through virtual tools to navigate tax questions.
• Contribute to client growth, retention, and service opportunities.
• Collaborate with teammates and leaders to ensure effective remote-work results.

At H&R Block, we invest in our people and offer benefits to support health, well-being, and financial wellness. Our benefits include:

• Medical coverage with mental health support and coaching where eligible.
• 401(k) retirement savings plan and Employee Stock Purchase Plan.
• Tax prep benefit — eligible associates receive tax preparation services with no direct cost to you.
• Flexible/remote opportunities and collaborative teams.

We are committed to a Connected Culture where trust, care, and connections help everyone belong. You will work in an environment recognized on Best Companies lists and surrounded by colleagues who support each other’s growth.

H&R Block is an equal opportunity employer. We 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.

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
#14425

Location notes:
Cincinnati, OH;
Covington, KY; remote options may apply for some roles.