In-Office Tax Advisor & Client Savings Expert

H&R Block; Lacey (WA); Sur place; USD 24 000 - 110 000; Plein temps

Avantages offerts par ce poste

Medical and prescription coverage

401(k) plan

Employee Assistance Program

Fitness center programs

Associate discount program

Travel Insurance

Associate Tax Prep benefit

Résumé du poste

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns. You will conduct in-depth client interviews and provide clear, personalized recommendations to maximize savings and ensure compliance.

This in-person role emphasizes building trusted client relationships, offering tax planning guidance, and collaborating with team members in a busy office environment while leveraging

Qualifications

• 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 returns and business returns, including tax planning, audit support, and tax notice resolution.
• Experience working in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all other IRS and applicable state requirements.
• High school diploma / GED / equivalent.

Responsabilités

• 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 relevant 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.

Connaissances

Tax knowledge assessment

5+ years experience

Complex returns

Client-facing / consultative

Clear communication

Continuing education

High school diploma

Formation

Bachelor's degree in accounting or finance

CPA or Enrolled Agent (EA)

High school diploma or GED

Outils

GoSystem

Ultratax

Description du poste

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for clients with diverse and complex situations, including individual and business returns. You will conduct in-depth client interviews and provide clear, personalized recommendations to maximize savings and ensure compliance.

This in-person role emphasizes building trusted client relationships, offering tax planning guidance, and collaborating with team members in a busy office environment while leveraging