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H&R Block

Block Advisor Tax Advisor - Remote

H&R Block, Port Richey, Florida, us, 34673

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Overview

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 also believe in a high performing, connected culture, where everyone feels like they belong. We are pursuing Block Next, a multi-year plan focused on innovation, client experience, and sustainable growth to elevate how we work, how we serve, and how we lead in our industry. 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 you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that grow stronger every year. Joining H&R Block as a Remote Tax Professional means serving clients with diverse tax needs with the support of an expert team and advanced tax training to help you succeed.

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.

Grow your tax expertise.

Qualifications

Experience completing individual tax returns.

Experience working in a fast-paced environment.

Access to high-speed, reliable internet.

Experience and proficiency with technology (MS Teams and Outlook).

Ability to communicate complex tax situations concisely via phone, email, and chat to inspire confidence in clients.

Experience utilizing effective customer service techniques.

Analytical and problem-solving skills.

Completion of the H&R Block Tax Knowledge Assessment or equivalent.

High school diploma or equivalent or higher.

Must complete continuing education requirements and meet all other IRS and applicable state requirements.

Availability to work a minimum of 20 hours a week during peak tax season.

Ability to research information using various tax and publication tools to understand client needs (e.g., 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 client confidence.

Tax planning and audit support experience.

Sales and/or marketing experience.

Why work for us At H&R Block, we invest in our people by supporting their total well-being. Our benefits can help associates plan for health, well-being, and financial needs. Benefits include medical coverage, retirement programs, tax prep benefits, and flexible/remote opportunities that fit your life.

The Community You Will Join We are committed to a Connected Culture—trust, care, and connections are how we work together so everyone feels safe to bring their authentic self to work and belongs to the team. We offer an exceptional work environment recognized globally, with colleagues who support each other’s growth.

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.

Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.

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