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’re building a high performing, connected culture where everyone belongs. We focus on client experience, innovation, and sustainable growth as part of Block Next, our long-term transformation plan. If you embrace challenges as opportunities and want 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 (video conferencing, phone, chat, email).
• Generate business growth, increase client retention, and offer additional products and services.
• Collaborate with leaders and peers to communicate how remote work is impacting results and ensure teamwork is essential to success.
• Grow your tax expertise.

• Experience completing individual tax returns.
• Experience working in a fast-paced environment.
• Access to high-speed, reliable internet and proficiency with technology (MS Teams and Outlook).
• Ability to communicate complex tax situations concisely via phone, email and chat to inspire client confidence.
• Strong customer service skills; analytical and problem-solving abilities.
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent; high school diploma or higher.
• Availability to work a minimum of 20 hours a week during peak tax season; ability to meet continuing education and IRS/state requirements.
• Research skills using tax publications and tools to understand client needs (e.g., IRS Publications/Instructions).

• CPA or Enrolled Agent certification.
• Experience completing complex tax returns and tax planning or audit support.
• Experience conducting virtual tax interviews and presenting confidently to clients.
• Sales and/or marketing experience.

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

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace and provide an environment where everyone can bring their authentic self to work and belong as part of a larger team.

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.

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