Block Advisors - Tax Advisor

H&R Block • Bluffton, IN

76d

About The Position

As a Tax Advisor at H&R Block, you will inspire clients to make confident, informed decisions about their lives, careers, businesses, and money. You will build year-round client relationships and provide tax preparation, tax audit support, and tax planning services. The role involves conducting tax interviews both face-to-face and virtually, generating business growth, increasing client retention, and offering additional products and services. You will also provide clients with IRS support and assist them in reaching their financial goals throughout the year.

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
• Experience working in a fast-paced, supportive environment
• 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 and increase client retention
• Offer additional products and services
• Provide clients with IRS support
• Provide tax notice services
• Provide audit representation for Circular 230 associates

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
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees