Experienced Tax Advisor — Complex Returns & Client Advisory

H&R Block; Harvey (LA); Vor Ort; USD 34.000 - 55.000; Vollzeit

Zusammenfassung

H&R Block is hiring a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses. You will conduct in-depth client interviews to understand finances and tax implications, then provide clear, personalized recommendations.

This in-person role emphasizes building lasting client relationships, offering tax savings opportunities and Block Advisors products, and providing IRS support and audit guidance as

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment.
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, tax planning, audit support, and tax notice resolution.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication, able to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns.
• Conduct in-depth client interviews to understand financial situations, life changes, and tax implications — then provide clear, personalized recommendations
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and Block Advisors products and services
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Kenntnisse

Communication skills

Client-facing experience

Ausbildung

High school diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent (EA), or other IRS Circular 230 credentials

Tools

GoSystem

UltraTax

Jobbeschreibung

H&R Block is hiring a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individuals and businesses. You will conduct in-depth client interviews to understand finances and tax implications, then provide clear, personalized recommendations.

This in-person role emphasizes building lasting client relationships, offering tax savings opportunities and Block Advisors products, and providing IRS support and audit guidance as