Block Advisor Tax Advisor - Remote

Overview

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Remote Tax Professional role delivering tax services to clients with support from an expert team and advanced tax training. You will build client relationships, serve diverse tax needs, and contribute to business growth from a remote setting.

• 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 coordinate remote work and impact on 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.
• Access to high speed, reliable internet.
• Experience with technology (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 requirements and meet IRS/state requirements.
• Availability to work a minimum of 20 hours a week during peak tax season.
• Ability to research information using tax publications and instructions.

• Strong client engagement and ability to guide clients through tax processes remotely.
• Commitment to teamwork and regular communication with leaders and peers.
• Willingness to grow expertise in tax services and client solutions.

H&R Block is committed to the well-being of its people, offering benefits to support health, well-being, and financial wellness. Benefits include medical coverage, a 401(k) plan with company match, an employee stock purchase plan, and tax prep benefits for associates. Remote opportunities and flexible schedules are available.

We are committed to a connected culture built on trust, care, and belonging. You will work in an environment recognized on Best Companies lists with colleagues who help each other grow and support one another. H&R Block is an equal opportunity employer and celebrates diversity in the workplace.

Enrollment in or completion of the H&R Block Income Tax Course is not a guarantee of employment. Sponsored Job. #35103