Block Advisor Tax Advisor - Remote

H&R Block; Maplewood (MN); Remote; USD 15,153 - 110,208; Full time

Benefits offered by this job

Medical coverage including mental health support

401k Retirement Savings Plan

Flexible/remote opportunities

Tax prep benefit for associates

Job summary

A leading tax service company is seeking a Block Advisor Tax Advisor to provide tax support remotely. You will conduct virtual tax interviews and provide comprehensive tax support to clients. The ideal candidate has a minimum of 5 years in accounting or tax, strong communication skills, and is capable of working in a fast-paced environment. Competitive pay range from $11.00 to $80.00 per hour, with benefits including medical coverage and 401k plans.

Qualifications

• CPA or Enrolled Agent certification preferred.
• 5+ years of experience in accounting, finance, bookkeeping, or tax.
• Successful completion of H&R Block Tax Knowledge Assessment or equivalent.

Responsibilities

• Conduct tax interviews with clients via virtual tools.
• Generate business growth and increase client retention.
• Communicate and coordinate with remote team regularly.

Skills

Sales and/or marketing experience

Analytical and problem-solving skills

Effective customer service techniques

Tax planning and audit support

Experience in a fast-paced environment

Education

High school diploma or equivalent

Tools

MS Teams

Outlook

Job description

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

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.

As a Remote Tax Professional, you’ll serve clients with diverse tax needs and you’ll have the support of an expert team, dedicated to providing you with the advanced tax training you’ll need to be successful. It would be even better if you also have:

• 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

What you'll bring to the team

• 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

Your Expertise

• 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)
• Inspire confidence in clients with the 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 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)

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 unique health, well-being, and financial wellness needs.

• Medical coverage - includes mental health support and coaching
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit for associates with no direct cost to you
• Flexible/remote opportunities, collaborative teams, and more

The Community You Will Join

At H&R Block we remain committed to building a Connected Culture — trust, care, and connections in how we work together. You'll be part of a team recognized on Best Companies lists and supported to grow with colleagues who care about each other.

H&R Block is an equal opportunity employer. We 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.

Pay Range: The pay range for this position is listed below. Local minimum wage laws apply. Individual pay decisions depend on factors such as experience, education, skill, performance, and location. Eligible associates may participate in incentive plans and benefits described by the company.

Pay Range
$11.00 - $80.00/Hr.