Block Advisor Tax Advisor - Remote

Overview

Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block.

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.

It would be even better if you also had experience with: CPA or Enrolled Agent certification; experience completing complex tax returns; 5+ years of experience 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 (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 with technology (specifically 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.
• 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 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 tax publications and instructions (e.g., IRS Publications/Instructions).

At H&R Block, we invest in our people and their total well-being. Our benefits support health, well-being, and financial wellness needs.

• Medical coverage with mental health support and coaching.
• 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Tax prep benefit for eligible associates (no direct cost).
• Flexible/remote opportunities, collaborative teams, and more.

We are committed to a Connected Culture where trust, care, and connections help everyone belong and bring their authentic self to work. H&R Block is an equal opportunity employer. We celebrate 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.

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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Note:

This posting reflects responsibilities and qualifications for the role; it is not intended to imply employment guarantees or exclude other duties as assigned.