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.

A Typical Day:
As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year.

• Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (i.e., 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 your 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 skilled in technology (specifically MS Teams and Outlook)
• Inspire confidence in our clients with your 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 Assessment2 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
• Skill in researching information using various tax and publication tools to understand the client’s need (i.e., IRS Publications/Instructions)

• 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

• Medical coverage - includes mental health support and coaching
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, at no direct cost to you
• Flexible/remote opportunities and collaborative teams

We remain committed to building a Connected Culture where trust, care, and connections help us create an environment where everyone feels safe to bring their authentic self to work and belongs to a larger team. You will be surrounded by colleagues who are committed to helping each other grow.

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.

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

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