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Block Advisor Tax Advisor - Remote
Block Advisor Tax Advisor - RemoteH&R Block • Palo Alto, CA, United States
Block Advisor Tax Advisor - Remote

Block Advisor Tax Advisor - Remote

H&R Block • Palo Alto, CA, United States
8 days ago
Job type
  • Full-time
  • Remote
Job description

Overview

Be among the first applicants for a Remote Tax Professional role at H&R Block. Our company is built on helping people and inspiring confidence in clients, associates, and communities. We strive for a high performing, connected culture where everyone belongs. We are pursuing Block Next, a long-term strategy focusing on innovation, client experience, and sustainable growth. If you embrace challenges as opportunities and want to make a meaningful difference where you live, work, and play, our door is always open.

A typical day includes inspiring clients to make confident, informed decisions about their lives, careers, and money, and building client relationships that strengthen over time.

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.
  • Communicate and coordinate regularly with leaders and peers about how remote work is impacting results; collaborate as part of a team.
  • Grow tax expertise and provide client-focused service.

What you'll bring to the team

  • Provide tax interviews and guidance to clients via virtual channels.
  • Support client growth and retention, promoting additional products and services.
  • Communicate effectively with remote teams and leaders.
  • Grow your tax expertise and stay current with tax knowledge.
  • Your Expertise

  • Experience completing individual tax returns and working in a fast-paced environment.
  • Access to high-speed, reliable internet and proficiency with MS Teams and Outlook.
  • Ability to communicate complex tax situations clearly via phone, email, and chat to inspire client confidence.
  • Experience using 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 IRS / state requirements; availability to work a minimum of 20 hours per week during peak tax season.
  • Skill in researching information using tax publications and instructions to understand client needs.
  • Why work for us

    We invest in our people and offer benefits to support health, well-being, and financial wellness, including :

  • Medical coverage with well-being programs including mental health support and coaching
  • 401k Retirement Savings Plan and Employee Stock Purchase Plan
  • Tax prep benefit for eligible associates
  • Flexible / remote opportunities, collaborative teams, and additional perks
  • The Community You Will Join

    We are committed to a Connected Culture where trust, care, and connections help everyone feel safe bringing their authentic selves to work and belonging to a larger team. You will be part of an environment recognized on Best Companies lists and surrounded by colleagues who support each other’s growth.

    H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, color, ethnicity, 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. Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.

    Pay Range Information

    The pay range for this position is listed below. Local minimum wage laws apply. This information is posted to provide applicants with information about what they might be eligible to receive. Individual pay decisions depend on factors such as experience, education, skill, performance, and location. Eligible associates may participate in incentive plans and benefits.

    Pay Range

    $11.00 - $80.00 / Hr.

    Sponsored Job

    Job references : #6552

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    Advisor • Palo Alto, CA, United States

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