Block Advisor Tax Advisor - Remote

Overview

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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 through a long-term strategy and transformation plan known as Block Next, focusing on innovation, client experience, and sustainable growth. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

You will serve clients with diverse tax needs, supported by an expert team and advanced tax training to help you be successful in a remote tax role.

• 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.
• Grow your tax expertise over time.

• Experience completing individual tax returns.
• Experience working in a fast-paced environment.
• Access to high-speed, reliable internet.
• Experience and skill in 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.
• 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 IRS and applicable state requirements.
• Availability to work a minimum of 20 hours per week during peak tax season.
• Ability to research information using tax publications and instructions to understand client needs.

• 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 that build client confidence.
• Tax planning and audit support experience.
• Sales and/or marketing experience.

$11.00 - $80.00/Hr.

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.

The pay range information is posted pursuant to local requirements to provide applicants with information about expected compensation. Individual pay decisions will depend on factors such as experience, education, skill, performance, and geographic location. Eligible associates may participate in incentive plans and benefits such as medical coverage, retirement plans, and tax prep benefits.