Remote Tax Advisor: Virtual Interviews & Growth

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

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.