Block Advisor Tax Advisor - Remote
location_on636, Bross Street, Longmont, Boulder County, Colorado, 80501, United States
Job Description
About the Role
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.
Work location
Work model: Remote
636, Bross Street, Longmont, Boulder County, Colorado, 80501, United States
Longmont, Colorado
Key Responsibilities
- check_circleConduct tax interviews with clients
- check_circleSupport online tax clients via virtual tools
- check_circleGenerate business growth and increase client retention
- check_circleOffer additional products and services to clients
- check_circleGrow tax expertise through continuous learning
- check_circleResearch information using tax and publication tools
Requirements
- verifiedExperience completing individual tax returns
- verifiedExperience working in a fast-paced environment
- verifiedAccess to high speed, reliable internet
- verifiedExperience and skilled in technology (specifically MS Teams and Outlook)
- verifiedAbility to communicate complex tax situations concisely via phone, email and chat
- verifiedExperience utilizing effective customer service techniques
- verifiedAnalytical and problem-solving skills
- verifiedSuccessful completion of the H&R Block Tax Knowledge Assessment or equivalent
- verifiedHigh school diploma / equivalent or higher
- verifiedMust complete continuing education requirement and meet all other IRS and applicable state requirements
- verifiedAvailability to work a minimum of 20 hours a week during peak tax season
- verifiedSkill in researching information using various tax and publication tools to understand the client’s need (i.e., IRS Publications/Instructions)
Benefits & Perks
Skills, education and keywords
Skills: ms teams, outlook, cpa, enrolled agent, tax planning, audit support, sales, marketing, accounting, finance.
Education: High school diploma / equivalent or higher.