Block Advisor Tax Advisor - Remote

Overview

Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block
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Joining H&R Block means you’ll serve clients with diverse tax needs and have the support of an expert team, with 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.
• Communicate and coordinate regularly with leaders and peers about how your remote work is impacting results; teamwork is essential to success.
• Grow your tax expertise.

• Ability to conduct tax interviews with clients and support online tax clients through virtual tools.
• Experience contributing to business growth and client retention; cross-selling of services.
• Strong collaboration and communication skills in a remote work environment.
• Desire to grow tax expertise and stay current with tax knowledge.

• Experience completing individual tax returns.
• Experience working in a fast-paced environment.
• Access to high speed, reliable internet.
• Tech comfort with MS Teams and Outlook.
• Ability to communicate complex tax situations concisely via phone, email and chat; inspire confidence in clients.
• 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 requirements and comply with IRS and applicable state requirements.
• Availability to work a minimum of 20 hours per week during peak tax season.
• Skill in researching information using various tax and publication tools (e.g., IRS Publications/Instructions).

At H&R Block, we invest in our people with a focus on total well-being. Our benefits support health, well-being, and financial wellness needs.

• Medical coverage with well-being programs including mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit for eligible associates.
• Flexible/remote opportunities and collaborative teams.

We are committed to a Connected Culture where trust, care, and connections help everyone belong. You will be in an exceptional work environment recognized globally and supported by colleagues who help each other grow.

H&R Block is an equal opportunity employer and celebrates 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.