H&R Block-posted 3 months ago
Full-time • Mid Level
Reynoldsburg, OH
5,001-10,000 employees
Professional, Scientific, and Technical Services

As a Tax Advisor at Block Advisors, you will inspire clients to make confident, informed decisions about their lives, careers, businesses, and money. You will build strong client relationships year-round while serving clients with diverse tax and business services needs. You will receive support from an expert team and advanced tax training to ensure your success. Block Advisors, a brand of H&R Block, has redefined the tax preparation experience for individuals and small businesses with complex needs, assisting clients in reaching their financial goals throughout the year.

  • Build year-round client relationships
  • Provide tax preparation, tax audit support, and tax planning year-round
  • Conduct tax interviews face-to-face and through virtual tools (video conferencing, phone, chat, email)
  • Generate business growth, increase client retention, and offer additional products and services
  • Provide clients with IRS support
  • Offer tax notice services and audit representation as a Circular 230 associate
  • 5+ years of tax experience
  • Experience completing individual tax returns
  • Tax planning and audit support experience
  • Ability to effectively communicate in person and virtually
  • Comfort working with virtual tools - video conferencing and chat
  • Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
  • Must complete continuing education requirements and meet all other IRS and applicable state requirements
  • CPA or Enrolled Agent certification
  • Experience completing business tax returns
  • Experience conducting virtual tax interviews
  • Sales and/or marketing experience
  • Bachelor's degree in accounting or related field
  • Employee Assistance Program with Health Advocate
  • Wellbeing program, BetterYou, to help build healthy habits
  • Neurodiversity and caregiver support available
  • Various discounts on everyday items and services
  • Medical Coverage
  • 401k Retirement Savings Plan
  • Employee Stock Purchase Plan
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service