Block Advisor Tax Advisor - Remote

Overview

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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.

What you’ll bring to the team includes conducting tax interviews with clients via virtual tools and generating business growth, increasing client retention, and offering additional products and services. You’ll work with a team that values collaboration and teamwork to achieve results.

It would be even better if you also had: CPA or Enrolled Agent certification; experience completing complex tax returns; 5+ years in accounting, finance, bookkeeping, or tax; experience conducting virtual tax interviews; tax planning and audit support experience; sales and/or marketing experience.

• Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools (e.g., 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 skill in 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 / equivalent 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.
• Skill in researching information using various tax and publication tools (e.g., IRS Publications/Instructions).

The pay range for this position is listed below. Local minimum wage laws apply. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may participate in incentive plans; qualifying associates can enroll in medical and prescription drug coverage, 401(k) plan, and other benefits.

Pay Range: $16.50/Hr. – $80.00/Hr.

• Medical coverage including mental health support and coaching.
• 401(k) Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit for associates with no direct cost to you.
• Other perks like flexible/remote opportunities, collaborative teams, and more.

At H&R Block we remain committed to building a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong to a larger team. H&R Block is an equal opportunity employer and welcomes 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.

If you’re looking to make an impact, H&R Block is the place for you.