Block Advisors - Tax Advisor

H&R Block • Bluffton, IN

76d

About The Position

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 and serve clients with diverse tax and business services needs. The role includes providing tax preparation, tax audit support, and tax planning, with the support of an expert team dedicated to your success. Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex tax and business service needs.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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
• Provide audit representation for Circular 230 associates
• Grow your tax expertise

Benefits

• Employee Assistance Program with Health Advocate
• Wellbeing program, BetterYou, to help you build healthy habits
• Neurodiversity and caregiver support available to you and your family
• Various discounts on everyday items and services
• Medical Coverage
• 401k Retirement Savings Plan
• Employee Stock Purchase Plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees