Block Advisor Tax Advisor - Remote

Overview

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.

Our company mission emphasizes helping people and building a high performing, connected culture where everyone belongs. We are committed to our long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth.

• 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 to communicate how remote work impacts results; teamwork is essential to success.
• 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 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 or higher.
• Must complete continuing education and meet IRS and applicable state requirements.
• Availability to work a minimum of 20 hours a week during peak tax season.
• Ability to research information using various tax and publication tools (e.g., IRS Publications/Instructions).

• 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 create client confidence.
• Tax planning and audit support experience.

• Medical coverage and well-being support; mental health resources.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax preparation benefit for associates at no direct cost.
• Flexible/remote opportunities, collaborative teams, and additional perks.

H&R Block is an equal opportunity employer. We celebrate diversity and provide an environment where everyone can belong 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.