Block Advisor Tax Advisor

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 service needs. You will receive support from an expert team and 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 needs, assisting clients in reaching their financial goals throughout the year.

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

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, and Employee Stock Purchase Plan (additional eligibility requirements apply)