Block Advisor Tax Advisor - Remote
Urbandale, Polk County, Iowa, 50322, USA
Listed on 2025-12-31
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Finance & Banking
Tax Accountant, Tax Advisor
Overview
Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block
.
Remote Tax Professional role serving clients with diverse tax needs, supported by an expert team and advanced tax training to help you succeed.
Responsibilities- 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.
- 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.
- Experience conducting virtual tax interviews and creating confidence in clients.
- Experience completing complex tax returns and tax planning and audit support.
- 5+ years of experience in accounting, finance, bookkeeping, or tax.
- CPA or Enrolled Agent certification (preferred).
- Sales and/or marketing experience.
- Access to high-speed, reliable internet.
- Ability to communicate complex tax situations clearly via phone, email and chat.
- Experience utilizing effective customer service techniques and strong analytical/problem-solving skills.
- Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
- High school diploma or higher; continuing education requirements and IRS/state requirements as applicable.
- Availability to work a minimum of 20 hours a week during peak tax season.
- Skill in researching information using tax and publication tools (e.g., IRS Publications/Instructions).
- Experience completing individual tax returns.
- Experience working in a fast-paced environment.
- Access to high-speed, reliable internet and proficiency with technology (MS Teams and Outlook).
At H&R Block, we invest in our people by supporting their total well-being. Our benefits help associates plan for health, well-being, and financial wellness needs.
- Medical coverage with mental health support and coaching options.
- 401k Retirement Savings Plan and Employee Stock Purchase Plan.
- Tax prep benefit for associates with no direct cost to you.
- Flexible/remote opportunities and collaborative teams.
We are committed to building a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work every day.
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.
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.
Job Details- Seniority level:
Not Applicable - Employment type:
Full-time - Job function:
Accounting/Auditing and Finance - Industries:
Retail
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