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Block Advisor Tax Advisor - Remote

Key Facts

Category:  Tax Consultant
Full time
English

Other Skills

  • Customer Service
  • Analytical Skills
  • Problem Solving
  • Technical Acumen
  • Sales
  • Teamwork
  • Communication

Roles & Responsibilities

  • Experience completing individual tax returns
  • Access to high speed, reliable internet
  • Must complete continuing education requirement and meet all other IRS and applicable state requirements
  • High school diploma / equivalent or higher

Requirements:

  • Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools
  • Generate business growth, increase client retention, and offer additional products and services
  • Communicate and coordinate regularly with leaders and peers about how your remote work is impacting results
  • Grow your tax expertise

Job description

About the Role:

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 you’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

Required Qualifications:
  • 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 Assessment2 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)
Preferred Qualifications:
  • 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
  • Sales and/or marketing experience
Why work for us:

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation. 

 

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work. 

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