Block Advisor Tax Advisor - Remote

H&R Block; Redwood City (CA); Remote; USD 15,153 - 110,208; Full time

Benefits offered by this job

Medical coverage with mental health support

401(k) Retirement Savings Plan

Tax prep benefit for associates

Flexible remote opportunities

Job summary

A tax services company seeks a remote Tax Advisor to support clients with diverse tax needs. This role involves conducting virtual tax interviews, generating business growth, and maintaining strong client relationships. Candidates should have a CPA or Enrolled Agent certification, 5+ years in tax/accounting, and experience with virtual tools. Comprehensive benefits offered, including medical coverage and retirement plans.

Qualifications

• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Experience in a fast-paced environment.
• Must complete continuing education requirements.

Responsibilities

• Conduct tax interviews with clients using virtual tools.
• Generate business growth and increase client retention.
• Communicate regularly with leaders and peers.

Skills

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

Tax planning and audit support experience

Sales and/or marketing experience

Experience utilizing technology and remote collaboration tools

Ability to communicate complex tax situations concisely

Analytical and problem-solving skills

High school diploma or equivalent or higher

Education

High school diploma or equivalent

Tools

MS Teams

Outlook

Job description

Overview

Block Advisor Tax Advisor - Remote at H&R Block. This remote tax professional role serves clients with diverse tax needs and provides the support of an expert team and advanced tax training to help you succeed.

Responsibilities

• Conduct tax interviews with clients using virtual tools (video conferencing, phone, chat, or email) and support do-it-yourself online tax clients.
• Generate business growth, increase client retention, and offer additional products and services.
• Understand that teamwork is essential to success—communicate regularly with leaders and peers about how your remote work is impacting results.
• Grow your tax expertise and apply knowledge to deliver high-quality tax preparation and 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 build confidence in clients
• Tax planning and audit support experience
• Sales and/or marketing experience
• Experience utilizing technology and remote collaboration tools
• Experience completing individual tax returns
• Experience in a fast-paced environment
• Access to high-speed, reliable internet
• Experience and skilled in technology (MS Teams and Outlook)
• Ability to communicate complex tax situations concisely via phone, email and chat
• Experience delivering effective customer service techniques
• Analytical and problem-solving skills
• Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
• High school diploma or equivalent 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
• Skill in researching information using various tax publications (IRS Publications/Instructions)

Pay and Benefits

The pay range for this position is $11.00 - $80.00 per hour. Local minimum wage laws apply. Eligible associates may participate in incentive plans. Benefits include medical coverage with mental health support, 401(k) Retirement Savings Plan, Employee Stock Purchase Plan, and an associate Tax Prep benefit. Other remote opportunities and collaborative teams are available.

• Medical coverage with mental health support and coaching
• 401(k) Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit for associates
• Flexible/remote opportunities and collaborative teams

The Community You Will Join

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. H&R Block is an equal opportunity employer and celebrates diversity in the workplace.

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.

Employment details

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