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Block Advisor Tax Advisor - Remote
Block Advisor Tax Advisor - RemoteH&R Block • Spring Hill, FL, US
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Block Advisor Tax Advisor - Remote

Block Advisor Tax Advisor - Remote

H&R Block • Spring Hill, FL, US
16 hours ago
Job type
  • Full-time
  • Remote
Job description

Join H&R Block as a Block Advisor Tax Advisor - Remote . Our company believes in the power of people helping people, and our purpose is to provide help and inspire confidence in our clients, associates, and communities.

We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth.

A Typical Day...

As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger every year. Joining H&R Block as a Remote Tax Professional means you'll serve clients with diverse tax needs and have the support of an expert team, dedicated to providing you with advanced tax training you'll need to be successful.

Responsibilities...

  • Conduct tax interviews with clients and support do-it-yourself online tax clients through virtual tools (i.e., 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

Requirements...

  • Experience completing individual tax returns
  • Experience working in a fast-paced environment
  • Access to high-speed, reliable internet
  • Experience and skilled in technology (specifically MS Teams and Outlook)
  • Inspire confidence in our clients with your ability to communicate complex tax situations concisely via phone, email, and chat
  • 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 requirement and meet all other IRS and applicable state requirements
  • Availability to work a minimum of 20 hours a week during peak tax season
  • Skill in researching information using various tax and publication tools to understand the client's need (i.e., IRS Publications / Instructions)
  • What We Offer...

  • Medical coverage - allows eligible associate well-being programs including mental health support and coaching
  • 401k Retirement Savings Plan and Employee Stock Purchase Plan
  • Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you
  • Other perks like flexible / remote opportunities that meet your life, collaborative teams, and much more
  • 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.

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