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.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

• 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.

• CPA or Enrolled Agent certification (preferred).
• Experience completing individual tax returns and 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.
• 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.
• 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 to understand the client’s need (i.e., IRS Publications/Instructions).

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

At H&R Block we remain committed to building a connected culture where trust, care, and connections help us work together. We strive to create an environment where everyone feels safe to bring their authentic self to work and belongs as part of a larger team. You will be immersed in an exceptional work environment that is recognized on Best Companies lists and surrounded by colleagues who support each other’s growth.

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.

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

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. 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, which could generate additional earnings in accordance with the terms of each plan.

Eligible associates may enroll in medical and prescription drug coverage and participate in the 401(k) plan, employee assistance program, virtual fitness programs, and the associate discount program.

Pay Range
$11.00 - $80.00/Hr.

• Seniority level:
  Not Applicable
• Employment type:
  
  Full-time
• Job function:
  Accounting/Auditing and Finance
• Industries:
  Retail

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Note:

This listing includes multiple roles and internal references. The description above reflects the primary responsibilities and qualifications for the Remote Tax Professional role.