Block Advisor Tax Advisor - Remote

H&R Block; Reynoldsburg (OH); Remote; USD 45,000 - 65,000; Full time

Job summary

A leading tax services firm seeks a Remote Tax Professional to foster client relationships and manage diverse tax needs. Candidates should possess a CPA or Enrolled Agent certification, with at least 5 years of relevant experience. This role offers flexible remote opportunities and comprehensive training, aiming to help clients make informed financial decisions.

Benefits

Medical coverage

401k Retirement Savings Plan

Flexible/remote opportunities

Tax prep benefit

Qualifications

• 5+ years of experience in accounting, finance, bookkeeping or tax.
• Availability to work a minimum of 20 hours a week during peak tax season.
• Experience conducting virtual tax interviews that create confidence in clients.

Responsibilities

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

Skills

CPA or Enrolled Agent certification

Experience completing complex tax returns

Sales and/or marketing experience

Analytical and problem-solving skills

Education

High school diploma / equivalent or higher

Tools

MS Teams

Outlook

Job description

Overview

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. 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 (i.e., 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

Expertise

• 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 our clients with your 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 (i.e., IRS Publications/Instructions)

Why work for us

• Medical coverage - supports well-being programs including mental health and coaching
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all 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 — one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team. You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists. You will also be surrounded by colleagues who are committed to helping each other grow and support each other.

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.

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