Block Advisor Tax Advisor - Remote

H&R Block

Arlington (TX)

Remote

USD 50,000 - 70,000

Full time

14 days+

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Benefits offered by this job

Medical coverage with wellbeing programs

401k Retirement Savings Plan

Tax prep benefit

Flexible/remote opportunities

Job summary

A leading tax advisory firm is seeking a Block Advisor Tax Advisor to serve diverse tax needs remotely. You will conduct virtual tax interviews and build lasting client relationships while enhancing your tax expertise. Ideal candidates have CPA or EA certification, 5+ years in accounting or tax, and strong communication skills. This role offers medical coverage, retirement plans, and flexible work arrangements.

Qualifications

5+ years of experience in accounting, finance, bookkeeping or tax.
Experience completing complex tax returns.
Must complete continuing education requirement.

Responsibilities

Conduct tax interviews with clients through virtual tools.
Generate business growth and client retention.
Grow your tax expertise.

Skills

Communication skills

Analytical skills

Customer service techniques

Tax knowledge

Education

High school diploma or equivalent higher

Tools

MS Teams

Outlook

Job description

Overview

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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 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.

At H&R Block, we're curious, creative, and always on the move. 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 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.

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 skilled in technology (specifically MS Teams and Outlook)
Inspire confidence in clients by communicating 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 Assessment 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 (IRS Publications/Instructions)

Benefits

Medical coverage with wellbeing programs including mental health support and coaching
401k Retirement Savings Plan and Employee Stock Purchase Plan
Tax prep benefit - associates receive the same tax preparation as clients, with no direct cost to you
Flexible/remote opportunities, collaborative teams, and additional perks

The Community You Will Join

H&R Block is committed to building a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong as part of a larger team.

You will be immersed in an exceptional work environment recognized on Best Companies lists, surrounded by 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.