Block Advisor Tax Advisor - Remote

H&R Block; Manchester (MO); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical coverage, including mental health support

401k Retirement Savings Plan

Tax prep benefit at no cost

Flexible/remote opportunities

Job summary

A leading tax services company is seeking a Block Advisor Tax Advisor to conduct tax interviews and support clients remotely. Ideal candidates are skilled in tax matters, capable of effective communication, and have experience in fast-paced environments. The role offers flexible remote work and a range of benefits including medical coverage and a 401k plan.

Qualifications

• Experience and skill in effective customer service techniques.
• Successful completion of H&R Block Tax Knowledge Assessment or equivalent.
• Availability to work a minimum of 20 hours a week during peak tax season.

Responsibilities

• Conduct tax interviews with clients and support online tax clients.
• Generate business growth and increase client retention.
• Communicate and coordinate regularly with teams about remote work impact.

Skills

Experience completing individual tax returns

Experience working in a fast-paced environment

Access to high speed, reliable internet

Experience and skill in technology

Ability to communicate complex tax situations

Experience utilizing effective customer service techniques

Analytical and problem-solving skills

Skill in researching information using tax tools

Education

High school diploma / equivalent or higher

Tools

MS Teams

Outlook

Job description

Overview

Join to apply for the Block Advisor Tax Advisor - Remote role at H&R Block.

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

• 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
• 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 IRS and applicable state requirements
• Availability to work a minimum of 20 hours a week during peak tax season
• Skill in researching information using tax and publication tools to understand client needs (e.g., IRS Publications/Instructions)

Why work for us

At H&R Block, we 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
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit—eligible associates receive the same tax preparation as our clients, at no direct cost to you
• Flexible/remote opportunities and collaborative teams

The Community You Will Join

We are committed to building a Connected Culture — trust, care, and connections, so everyone feels safe to bring their authentic self to work and belongs as part of a larger team. You will be part of an exceptional work environment recognized globally, surrounded by colleagues who help each other grow and support one another.

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