Block Advisor Tax Advisor - Remote

Overview

Be among the first 25 applicants

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We strive to maintain a high performing, connected culture where everyone feels like they belong. We are pursuing a long-term transformation known as Block Next, focusing on innovation, client experience, and sustainable growth.

We welcome challenges as opportunities to make a meaningful difference where you live, work, and play.

Joining H&R Block as a Remote Tax Professional means serving clients with diverse tax needs with the support of an expert team and access to advanced tax training to ensure success.

• 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 our success – communicate and coordinate regularly with leaders and peers about how 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 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 / equivalent or higher
• Must complete continuing education requirements and meet all IRS and applicable state requirements
• Availability to work a minimum of 20 hours a week during peak tax season
• Skill in researching information using tax publications and tools to understand client 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 (no direct cost to you)
• Flexible/remote opportunities, collaborative teams, and additional perks

We are committed to building a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong to a larger team. You will be part of an environment recognized on Best Companies lists and surrounded by colleagues dedicated to helping each other grow.

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.

• Seniority level:
  Not Applicable
• Employment type:
  
  Full-time
• Job function:
  Accounting/Auditing and Finance
• Industries:
  Retail

Location:

Lake Charles, LA – Referrals increase your chances of interviewing. Apply BELOW