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H&R Block

Block Advisor Tax Advisor - Remote

H&R Block, Albany, New York, United States

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Overview

Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block. As a Remote Tax Professional, you’ll serve clients with diverse tax needs and will 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 (preferred). 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 with technology (MS Teams and Outlook). Ability to communicate complex tax situations concisely via phone, email and chat. Strong customer service, 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 and meet IRS and state requirements. Availability to work a minimum of 20 hours a week during peak tax season. Ability to research information using tax publications and tools (e.g., 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 health, well-being, and financial wellness needs. Medical coverage including mental health support and coaching. 401(k) Retirement Savings Plan and Employee Stock Purchase Plan. Tax prep benefit for associates. Flexible/remote opportunities, collaborative teams, and other perks. Pay Range

$16.50/Hr. – $80.00/Hr. Equal Employment 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.

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