Block Advisor Tax Advisor - Remote

H&R Block; Kansas City (MO); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical coverage with access to well-being programs

401k Retirement Savings Plan

Tax prep benefit for associates

Flexible/remote opportunities

Job summary

A leading tax services company seeks a Block Advisor Tax Advisor for a remote role in Kansas City. This position requires a CPA or Enrolled Agent certification and over 5 years of experience in accounting or tax. Responsibilities include conducting virtual tax interviews, generating business growth, and providing excellent client service. This role offers flexible hours and benefits focused on well-being and financial wellness.

Qualifications

• Experience conducting virtual tax interviews that create confidence in clients.
• Must complete continuing education requirements and meet IRS/state requirements.
• Availability to work a minimum of 20 hours per week during peak tax season.

Responsibilities

• Conduct tax interviews with clients and support do-it-yourself online tax clients.
• Generate business growth, increase client retention, and offer additional products and services.
• Collaborate with leaders and peers to coordinate remote work impact on results.

Skills

CPA or Enrolled Agent certification

Experience completing complex tax returns

5+ years of experience in accounting, finance, bookkeeping, or tax

Experience with technology (MS Teams and Outlook)

Strong customer service skills

Analytical and problem-solving abilities

Education

High school diploma or higher

Tools

MS Teams

Outlook

Job description

Overview

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About the 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, focusing on innovation, client experience, and sustainable growth. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.

• Remote Tax Professional role with support from an expert team and advanced tax training

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.
• Collaborate with leaders and peers to coordinate remote work impact on results.
• Grow tax expertise and provide excellent client service.

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 with technology (MS Teams and Outlook)
• Ability to communicate complex tax situations concisely via phone, email and chat
• Strong customer service skills, analytical and problem-solving abilities
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
• High school diploma or higher
• Must complete continuing education requirements and meet IRS/state requirements
• Availability to work a minimum of 20 hours per week during peak tax season

Why work for us

We invest in our people and support their total well-being with benefits designed for health, well-being, and financial wellness. Benefits include:

• Medical coverage with access to well-being programs and mental health support
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit for associates
• Flexible/remote opportunities, collaborative teams, and additional perks

Community and Culture

We are committed to building a Connected Culture where trust, care, and connections help everyone feel safe to bring their authentic self to work and belong to a larger team. We are recognized globally on Best Companies lists, with colleagues who support each other’s growth.

H&R Block is an equal opportunity employer. We celebrate diversity in the workplace regardless of gender, race, color, ethnicity, 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.

Job Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industries: Retail

Location-specific postings and salary ranges are listed in the original posting and may vary by location.