Block Advisor Tax Advisor

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 while providing diverse tax and business services. The role includes advanced tax training and support from an expert team, allowing you to assist clients in reaching their financial goals. Block Advisors is an H&R Block brand that redefined the tax preparation experience for individuals and small businesses with complex needs.

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 tax notice services
• Provide audit representation if certified under Circular 230

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

Benefits

• 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