Block Advisor Tax Advisor - Remote

Remote Tax Professional

Our company at H&R Block believes in the power of people helping people. Our 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. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

A typical day 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 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 create confidence in clients, tax planning and audit support experience, and sales and / or marketing experience.

What you'll bring to the team...

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

Your expertise...

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)

Why work for us...

At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs.

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!

The community you will join...

At H&R Block we remain committed to building a connected culture one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other. 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. If you're looking to make an impact, H&R Block is the place for you.