Block Advisor Tax Advisor - Remote

Overview

Block Advisor Tax Advisor - Remote at H&R Block

Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block. Our company believes in helping people and strives for a high performing, connected culture where everyone belongs.

• 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.
• Communicate and coordinate regularly with leaders and peers about how remote work impacts results; collaborate as part of a team to achieve shared success.
• Grow your tax expertise and apply tax knowledge to client interactions.

• 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; 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 higher.
• Must complete continuing education and meet IRS and applicable state requirements.
• Availability to work a minimum of 20 hours per week during peak tax season.
• Skill in researching information using tax tools/publications to understand client needs (e.g., IRS Publications/Instructions).

• CPA or Enrolled Agent certification.
• Experience completing complex tax returns.
• 5+ years in accounting, finance, bookkeeping, or tax.
• Experience conducting virtual tax interviews that create client confidence.
• Tax planning and audit support experience.
• Sales and/or marketing experience.

• Medical coverage, including mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit for associates.
• Other perks including flexible/remote opportunities and collaborative teams.

H&R Block is committed to a Connected Culture where trust, care, and connections help everyone belong and grow. You will be in an exceptional work environment recognized on Best Companies lists.

H&R Block is an equal opportunity employer. We 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.

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