Remote Tax Advisor - Virtual, Client-Focused & Tech-Savvy

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

Benefits offered by this job

Medical coverage

401(k) retirement savings plan

Flexible/remote opportunities

Tax prep benefit for associates

Job summary

A leading tax services company seeks a Remote Tax Advisor to support diverse client needs through virtual tools. Responsibilities include conducting tax interviews, generating business growth, and collaborating with a supportive team. Ideal candidates will have experience in tax returns and customer service, with the ability to communicate effectively. The position offers flexible hours and competitive pay ranging from $11.00 to $80.00 per hour, depending on qualifications.

Qualifications

• Ongoing continuing education and compliance with IRS and state requirements.
• Availability to work a minimum of 20 hours per week during peak tax season.

Responsibilities

• Conduct tax interviews with clients and support DIY online tax clients.
• Generate business growth and offer additional products and services.
• Collaborate with leaders and peers to coordinate remote work.

Skills

Experience completing individual tax returns

Experience working in a fast-paced environment

Analytical and problem-solving skills

Effective customer service techniques

Technology proficiency (MS Teams and Outlook)

Ability to communicate complex tax situations

Education

High school diploma or higher

Job description

A leading tax services company seeks a Remote Tax Advisor to support diverse client needs through virtual tools. Responsibilities include conducting tax interviews, generating business growth, and collaborating with a supportive team. Ideal candidates will have experience in tax returns and customer service, with the ability to communicate effectively. The position offers flexible hours and competitive pay ranging from $11.00 to $80.00 per hour, depending on qualifications.