Block Advisor Tax Advisor - Remote

Overview

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Remote Tax Professional role details: you’ll serve clients with diverse tax needs with the support of an expert team and receive advanced tax training to be successful.

• 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 with technology (specifically MS Teams and Outlook).
• Ability to communicate complex tax situations concisely via phone, email and chat to inspire client confidence.
• Strong 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 meet all 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).

• Medical coverage with mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit for associates to receive the same tax preparation as clients at no direct cost.
• Flexible/remote opportunities, collaborative teams, and additional perks.

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.