Tax Advisor
H&R BlockWhat you’ll do…
As you inspire people to make confident, informed decisions about their lives, careers, 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.
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.
When you join our team, you’ll find that we’re here to live our purpose—to provide help and inspire confidence in our clients and communities everywhere.
Day to day, you’ll…
· Build year-round client relationships
· Provide tax preparation, tax audit support and tax planning year-round
· Conduct tax interviews with clients face to face and through virtual tools – video conferencing, phone, chat, email
· Generate business growth, increase client retention, and offer additional products and services
· Grow your tax expertise
· Mentor and support teammates
What you’ll bring to the team…
· 5+ years of experience in accounting, finance, bookkeeping or tax
· Experience completing individual tax returns
· Tax planning and audit support
· Ability to effectively communicate in person and in writing
· Comfort working with virtual tools – video conferencing and chat
· Experience working in a fast-paced environment
· Successful completion of the H&R Block Tax Knowledge Assessment or equivalent
· Must complete 18-hour continuing education requirement and meet all other IRS and applicable state requirements
It would be even better if you also had…
· Bachelor’s degree in accounting or related field
· CPA or Enrolled Agent certification (Circular 230 designation)
· Experience completing complex tax returns (i.e., individual, entity)
· Experience conducting virtual tax interviews
· Sales and/or marketing experience
· Organizational skills
Perks of the job…
Being here has its benefits. Our benefit offerings can help you plan for the health, well-being and financial wellness needs for you and your family. At Block, seasonal associate benefits include:
· Retirement savings plans
· Tax prep benefit
· Other perks like flexible hours, collaborative teams and much more!
Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the Retirement Savings Plan (401(k) Plan), and the associate discount program; are automatically enrolled in the Associate Tax Prep benefit
Pay Range for this position is $16.50 / hour with incentive.
Paid Training Program.
Local minimum wage laws apply. This information is posted to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.
Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan.