Block Advisor Tax Advisor - Remote

H&R Block; Tallahassee (FL); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical coverage with mental health support

401k Retirement Savings Plan

Flexible/remote opportunities

Job summary

A leading tax services provider is seeking a Remote Tax Advisor to support clients with diverse tax needs. You will conduct virtual tax interviews, ensure client satisfaction, and contribute to business growth. Candidates must hold a CPA or Enrolled Agent certification with at least 5 years of relevant experience. This role offers flexible work arrangements and a benefits package focused on employee well-being.

Qualifications

• Deliver client interviews and support DIY online tax clients via virtual tools.
• Drive business growth and client retention.
• Ability to communicate complex tax situations clearly.

Responsibilities

• Conduct tax interviews with clients and support do-it-yourself clients through virtual tools.
• Generate business growth and increase client retention.
• Collaborate with colleagues to optimize impact of remote work.

Skills

CPA or Enrolled Agent certification

Experience completing complex tax returns

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

Experience in tax planning

Sales and/or marketing experience

Analytical and problem-solving skills

Education

High school diploma or equivalent

Tools

MS Teams

Outlook

Job description

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Overview

Remote Tax Professional role at H&R Block. You will serve clients with diverse tax needs and have the support of an expert team, dedicated to providing you with advanced tax training to be successful.

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
• 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
• 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 and meet 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 publications and IRS guidance

What you’ll bring to the team

• Deliver client interviews and support DIY online tax clients via virtual tools
• Drive business growth, client retention, and cross-sell products and services
• Collaborate with teammates and leaders to optimize remote work impact
• Continue to grow your tax expertise

Why work for us

We invest in our people and support total well-being with benefits that address health, well-being, and financial wellness needs.

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

The Community You Will Join

We are committed to a connected culture where trust, care, and connections help everyone belong as part of a larger team. You will work in an exceptional environment recognized globally by Best Companies lists and be surrounded by colleagues who support your growth.

H&R Block is an equal opportunity employer and celebrates diversity in the workplace. We welcome all qualified applicants 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 not an offer or guarantee of employment.

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