Block Advisor Tax Advisor

Overview

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 strive to maintain a high performing, connected culture where everyone feels they belong. We are focused on continuous improvement through Block Next, a long-term strategy and transformation plan targeting innovation, client experience, and sustainable growth.

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.

Joining Block Advisors as a Tax Advisor means serving clients with diverse tax and business services needs year-round, supported by an expert team and advanced tax training to help you succeed. Block Advisors is an H&R Block brand that redefined tax preparation for individuals and small businesses with complex needs, assisting clients in reaching their financial goals year-round.

• Build year-round client relationships.
• Provide tax preparation, tax audit support and tax planning year-round.
• Create confidence in clients by conducting 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 (preferred).
• Bachelor’s degree in accounting or related field.

• Employee Assistance Program with Health Advocate.
• Wellbeing program, Better You, to help build healthy habits.
• Neurodiversity and caregiver support available to you and your family.
• Various discounts on everyday items and services.
• Benefits with eligibility:
  Medical Coverage, 401k Retirement Savings Plan and Employee Stock Purchase Plan.
• Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is not an offer or guarantee of employment.

At H&R Block we are committed to building a Connected Culture — trust, care, and connections guide how we work together to create an environment where everyone can bring their authentic self to work and belong as part of a larger team. You will be immersed in an exceptional work environment recognized on Best Companies lists, surrounded by colleagues dedicated to helping each other grow and support one another.

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.

Note:

This posting is for a sponsored job opportunity.