Block Advisor Tax Advisor - Remote
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-02-06
-
Finance & Banking
Tax Accountant, Tax Advisor, Accounting & Finance, Tax Manager
Overview
Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block
.
Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block
.
Our Company:
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 maintain a high performing, connected culture where everyone feels they belong. We are focused on long-term transformation through Block Next to elevate client experience and sustainable growth.
As a Remote Tax Professional, you’ll serve clients with diverse tax needs and work with an expert team that provides you with advanced tax training to support your success. You’ll build client relationships and inspire confidence as you help clients make informed decisions about their lives, careers, and money.
Responsibilities- 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, communicating how remote work impacts results.
- Grow your tax expertise.
- CPA or Enrolled Agent certification (preferred).
- 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.
- Experience completing individual tax returns and working in a fast-paced environment.
- Access to high-speed, reliable internet; proficient with MS Teams and Outlook.
- Ability to communicate complex tax information concisely via phone, email, and chat.
- Analytical and problem-solving skills; strong customer service techniques.
- Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.
- High school diploma or equivalent (or higher).
- Must meet continuing education requirements and IRS/state requirements.
- Available to work a minimum of 20 hours a week during peak tax season.
- Medical coverage with access to mental health support and coaching.
- 401(k) retirement savings plan and Employee Stock Purchase Plan.
- Tax prep benefit for associates (no direct cost to you).
- Flexible/remote opportunities, collaborative teams, and additional perks.
H&R Block is committed to a connected culture where trust, care, and connections help everyone belong. We offer an exceptional work environment and encourage personal and professional growth. H&R Block is an equal opportunity employer and welcomes diversity in the workplace.
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 not an offer or guarantee of employment.
Pay Range InformationThe pay range for this position is listed below and local minimum wage laws apply. Pay decisions depend on experience, education, skill, and location. Eligible associates may participate in incentive plans and receive benefits including medical coverage, retirement plans, and other perks.
- $11.00 - $80.00 per hour
- Employment type:
Full-time - Seniority level:
Not Applicable - Job function:
Accounting/Auditing and Finance - Industries:
Retail
Equality and inclusivity are core to our culture. We celebrate diversity in gender, race, color, ethnicity, national origin, age, disability, religion, sexual orientation, gender identity or expression, and veteran status.
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).