Block Advisor Tax Advisor - Remote

Overview

Remote Tax Professional at H&R Block. You will serve clients with diverse tax needs and receive support from an expert team and advanced tax training to be successful. Availability to work a minimum of 20 hours a week during peak tax season.

• 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 is impacting results.
• 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 with technology (specifically MS Teams and Outlook).
• Ability to communicate complex tax situations concisely via phone, email and chat.
• 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 requirement and meet all other 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 with complex tax returns.
• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience conducting virtual tax interviews that build client confidence.
• Tax planning and audit support experience.
• Sales and/or marketing experience.

• We invest in our people and their total well‑being with comprehensive benefit offerings.
• Medical coverage with mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax preparation benefit for associates, at no direct cost to you.
• Flexible/remote opportunities, collaborative teams, and additional perks.

We are committed to a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work. You will be part of a supportive team recognized globally for its Best Companies status.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.

Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.