Block Advisors - Tax Advisor

Overview

6 days ago Be among the first 25 applicants

Our Company 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.
• 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

• CPA or Enrolled Agent certification (preferred)
• Experience completing business tax returns
• Experience conducting virtual tax interviews
• Sales and/or marketing experience
• Bachelor’s degree in accounting or related field

• Maintain year-round client relationships
• Provide tax preparation, tax audit support and tax planning year-round
• Convey confidence to clients by conducting tax interviews in person and virtually
• Drive business growth, client retention, and offer additional products and services
• Provide clients with IRS support
• Tax notice services available at all certification levels
• Audit representation available for Circular 230 associates
• Grow your tax expertise
• 5+ years of tax experience
• Experience completing individual tax returns
• Tax planning and audit support
• Effective communication in person and virtually
• Comfort with virtual tools - video conferencing and chat
• Experience working in a fast-paced, supportive environment
• Completion of the H&R Block Tax Knowledge Assessment or equivalent
• Continue education requirements and IRS/state requirements as applicable

• Employee Assistance Program with Health Advocate
• Wellbeing program, Better You, for healthy habits
• Neurodiversity and caregiver support
• Discounts on everyday items and services
• Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan (eligibility rules apply)
• Other benefits information available upon request

At H&R Block we remain committed to building a Connected Culture — a place where trust, care, and connections guide how we work together and where everyone feels safe to bring their authentic self to work and belongs as part of a larger team.

You will be immersed in an exceptional work environment recognized on Best Companies lists. You will be surrounded by colleagues dedicated to helping each other grow and support…