Remote Tax Advisor — Expert Returns & Client Growth

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

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.