Block Advisor Tax Advisor

Overview

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 strive to improve our business with Block Next, a multi-year roadmap focused on innovation, client experience, and sustainable growth. We are curious, creative, and open to challenges that make a meaningful difference where you live, work, and play.

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 grow year over year. Joining Block Advisors as a Tax Advisor means you’ll serve clients with diverse tax and business services needs year-round, with the support of an expert team and advanced tax training to help you succeed. 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.

• Build year-round client relationships
• Provide tax preparation, tax audit support and tax planning year-round
• Create confidence in our 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
• Experience completing business tax returns
• Experience conducting virtual tax interviews
• Sales and/or marketing experience
• Bachelor’s degree in accounting or related field

At H&R Block, we invest in our people by committing to their total well-being. Our benefit offerings help associates plan for health, wellbeing and financial wellness.

• Employee Assistance Program with Health Advocate
• Wellbeing program, Better You, to help you build healthy habits
• Neurodiversity and caregiver support available to you and your family
• Discounts on everyday items and services
• Benefits with additional eligibility requirements:
  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 neither an offer nor a guarantee of employment

We are committed to building a Connected Culture — one in which trust, care, and connections help us create an environment where everyone feels safe to bring their authentic self and belongs to a larger team. You will be immersed in an exceptional work environment recognized on Best Companies lists, surrounded by colleagues who support each other.

H&R Block is an equal opportunity employer. We 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.