Block Advisor Tax Advisor - Remote

H&R Block

Village of Lindenhurst (NY)

Remote

USD 22,730 - 110,208

Full time

14 days+

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Benefits offered by this job

Medical coverage

401k Retirement Savings Plan

Flexible/remote opportunities

Job summary

A prominent tax service provider is seeking a Remote Tax Advisor to empower clients with informed financial decisions. The ideal candidate should have CPA or Enrolled Agent certification, more than 5 years of relevant experience, and excellent communication skills. This role offers a flexible working environment with robust support to ensure success in client engagements.

Qualifications

5+ years of experience in accounting, finance, bookkeeping or tax.
Experience completing complex tax returns.
Successful completion of the H&R Block Tax Knowledge Assessment or equivalent.

Responsibilities

Conduct tax interviews with clients using virtual tools.
Generate business growth and increase client retention.
Coordinate with leaders about remote work impact.

Skills

Tax planning and audit support

Analytical and problem-solving skills

Effective customer service techniques

Communication of complex tax situations

Sales and/or marketing experience

Education

High school diploma / equivalent

CPA or Enrolled Agent certification

Tools

MS Teams

Outlook

Job description

Block Advisor Tax Advisor - Remote role at H&R Block

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.

At H&R Block, we're curious, creative, and always on the move. 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.

It would be even better if you also had...

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

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)
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 (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 - eligible associates receive the same tax preparation as our clients, with no direct cost to you
Flexible/remote opportunities, collaborative teams, and other perks

The Community You Will Join

H&R Block is committed to building a Connected Culture — trust, care, and connections in our daily work. You’ll be part of an exceptional environment recognized on Best Companies lists, with colleagues who help each other grow and succeed.

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.

Enrollment in or completion of the H&R Block Income Tax Course is neither an offer nor a guarantee of employment.

Pay Range Information

The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions depend on job-related factors such as experience, education, skill, performance, and geographic location.

Pay Range: $16.50/Hr. – $80.00/Hr.