Block Advisors - Tax Advisor

H&R Block • Arab, AL

68d

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 strong client relationships year-round while serving clients with diverse tax and business services needs. You will have the support of an expert team dedicated to providing you with advanced tax training to ensure your success. Block Advisors, a brand of H&R Block, redefines the tax preparation experience for individuals and small businesses with complex tax and business service needs, assisting clients 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, increase client retention, and offer additional products and services
• Provide clients with IRS support
• Offer tax notice services for all certification levels
• 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