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H&R Block

Block Advisor Tax Advisor - Remote

H&R Block, Missouri City, Texas, United States, 77489

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Block Advisor Tax Advisor - Remote

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H&R Block . Overview

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Block Advisor Tax Advisor - Remote

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H&R Block . 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 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. It is designed to elevate how we work, how we serve, and how we lead in our industry. 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. 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. 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. 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. Experience completing individual tax returns. Experience working in a fast-paced environment. Access to high speed, reliable internet. Experience and skill in technology (specifically MS Teams and Outlook). Ability to communicate complex tax situations concisely via phone, email and chat to inspire client confidence. 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 requirements 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 needs (e.g., IRS Publications/Instructions). Benefits

Medical coverage with associated well-being programs including mental health support and coaching. 401k Retirement Savings Plan and Employee Stock Purchase Plan. Tax prep benefit — eligible associates can receive the same tax preparation services as our clients, at no direct cost to you. Other perks like flexible/remote opportunities, collaborative teams, and more. Equal Opportunity

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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