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 have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

• Conduct tax interviews with clients using 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 coordinate remote work and share results
• Grow your tax expertise

• Experience completing individual tax returns
• Experience working in a fast-paced environment
• Access to high-speed, reliable internet
• Experience with technology, specifically MS Teams and Outlook
• Ability to communicate complex tax situations concisely via phone, email and chat to 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 equivalent or higher
• Must complete continuing education requirement and meet all 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)

• 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

At H&R Block, we invest in our people and offer benefits to support health, well-being, and financial wellness. Examples include medical coverage, retirement plans, tax prep benefits for associates, and flexible/remote opportunities.

We are committed to a Connected Culture where trust, care, and connections help everyone feel they belong. You will work in an environment recognized for its people-focused approach and collaboration.