Block Advisors - Tax Advisor

H&R Block•Grapevine, TX

1d•Hybrid

About The Position

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. We assist our clients in reaching their financial goals year-round. As you inspire people to make confident, informed decisions about their lives, careers, businesses and money, you’ll build client relationships that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round. You’ll have the support of an expert team, dedicated to providing you with advanced tax training you’ll need to be successful.

Requirements

5+ years of tax experience
Experience completing individual tax returns
Tax planning and audit support
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
Create confidence in our clients by conducing 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
All certification levels can provide tax notice services
Circular 230 associates can provide audit representation
Grow your tax expertise