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.

At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth. We are curious, creative, and always on the move, embracing challenges as opportunities to make a meaningful difference where you live, work, and play.

We are an equal opportunity employer and celebrate diversity in the workplace. H&R Block is committed to building a Connected Culture where everyone feels they belong and can bring their authentic self to work every day.

• 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 impacts results and coordinate efforts for success.
• Grow your tax expertise and stay current with tax law and IRS guidance.

• Experience completing individual tax returns.
• Experience working in a fast-paced environment.
• 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 to inspire client confidence.
• Experience utilizing effective customer service techniques and strong analytical and problem-solving skills.
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
• High school diploma or equivalent or higher.
• Availability to work a minimum of 20 hours a week during peak tax season.
• Must complete continuing education requirement and meet all IRS and applicable state requirements.
• Skill in researching information using various tax and publication tools (e.g., IRS Publications/Instructions).

• CPA or Enrolled Agent certification (preferred).
• Experience completing complex tax returns and tax planning and audit support.
• Experience conducting virtual tax interviews that instill confidence in clients.
• Sales and/or marketing experience (advantageous but not required).

• Medical coverage with well-being programs including mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit—eligible associates receive the same tax preparation benefits as clients, with no direct cost to you.
• Other perks including flexible/remote opportunities and collaborative teams.

We remain committed to building a Connected Culture where trust, care, and connections help us work together. You will be surrounded by colleagues who support each other and strive for mutual growth.

H&R Block is the place to make an impact. 2 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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