Full-time
Medical, Retirement
Posted 21 days ago
Job description
At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a high performing, connected culture, where everyone feels like they belong.
We strive to continuously improve our business and have committed to a long-term strategy and transformation plan known as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to elevate how we work, how we serve, and how we lead in our industry.
At H&R Block, we're curious, creative, and always on the move. If you embrace challenges as opportunities and seek to make a meaningful difference where you live, work, and play, our door is always open.
A Typical Day...
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.
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.
What you'll bring to the team...
- 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
- 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
It would be even better if you also had...
- 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
Why work for us
At H&R Block, we believe and invest in our people by committing to their total well-being. Our benefit offerings can help associates plan for their unique health, wellbeing and financial wellness needs.
- 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.
- Benefits with additional eligibility requirements: Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
- Click here to checkout all available benefits.
The Community You Will Join:
At H&R Block we remain committed to building a Connected Culture - one in which trust, care, and connections are how we work together as we continue to create an environment where everyone feels safe to bring their authentic self to work every day and feels like they belong as part of a larger team.
You will be immersed in an exceptional work environment that is recognized throughout the world on Best Companies lists! You will also be surrounded by colleagues who are committed to helping each other grow and support each other.
H&R Block is an equal opportunity employer. We welcome and celebrate diversity in the workplace regardless of gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, or veteran status.
If you're looking to make an impact, H&R Block is the place for you.
*Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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Frequently asked questions
Q: What skills or qualities help someone succeed as a Tax Advisor?
A: To succeed as a Tax Advisor, key technical skills include proficiency in tax laws and regulations, accounting software, and financial analysis tools, as well as expertise in areas such as tax planning, compliance, and audit. Soft skills like strong communication, problem-solving, and analytical abilities, along with a detail-oriented and organized approach, are also essential for effectively advising clients and managing complex tax situations. By combining these technical and soft skills, Tax Advisors can provide high-quality guidance and support, driving client satisfaction and career growth through professional development and industry recognition.
Q: What is the career path for a Tax Advisor?
A: A Tax Advisor's typical career progression involves starting as a Tax Consultant or Junior Tax Advisor, where they assist in tax planning, preparation, and compliance for clients. As they gain experience, they can move into mid-level roles such as Senior Tax Advisor or Tax Manager, overseeing tax planning and strategy for clients, and eventually, into senior roles like Tax Director or Partner, where they lead teams and make strategic decisions. Throughout their career, Tax Advisors can develop skills in areas like tax law, financial analysis, and communication, and may also pursue certifications like the Certified Public Accountant (CPA) or Enrolled Agent (EA) to enhance their career prospects.
