Block Advisors Tax Advisor - Immediate Hire

About The Role

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.

Day to day, you'll...

• 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

Required Qualifications

• 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 Assessment1 or equivalent
• Must complete continuing education requirements and meet all other IRS and applicable state requirements
• 1 - Enrollment in or completion of the H&R Block Income Tax Course of Tax Knowledge Assessment is neither an offer nor a guarantee of employment.

Preferred Qualifications

• 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