Block Advisor Tax Advisor - Remote

H&R Block • Jenkintown, PA

125d

About The Position

As a Remote Tax Professional at H&R Block, you will inspire clients to make confident, informed decisions about their lives, careers, and finances. You will build strong client relationships and serve clients with diverse tax needs, supported by an expert team dedicated to providing advanced tax training. Your role will involve conducting tax interviews, supporting do-it-yourself online tax clients through virtual tools, and generating business growth while increasing client retention.

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 clients with the 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 (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
• Communicate and coordinate regularly with leaders and peers about how your remote work is impacting results
• Grow your tax expertise

Benefits

• Medical coverage including mental health support and coaching
• 401k Retirement Savings Plan and Employee Stock Purchase Plan
• Tax prep benefit allowing eligible associates to receive the same tax preparation as clients at no direct cost
• Flexible/remote opportunities
• Collaborative teams

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees