Block Advisor Tax Advisor - Remote

H&R Block, Inc.•Broomfield, CO

28d•$11 - $80•Remote

About The Position

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. 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.

Requirements

Experience completing individual tax returns
Experience working in a fast-paced environment
Access to high speed, reliable internet
Experience and skilled 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 Assessment2 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 (i.e. IRS Publications/Instructions)

Nice To Haves

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

Responsibilities

Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (i.e., 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

Benefits

Medical coverage - allows eligible associate well-being programs including mental health support and coaching
401k Retirement Savings Plan and Employee Stock Purchase Plan
Tax prep benefit - allows eligible associates to receive the same tax preparation as our clients, all with no direct cost to you!
Other perks like flexible/remote opportunities that meet your life, collaborative teams and much more!

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