In-Office Tax Advisor: Complex Returns & Client Advisory

H&R Block, Inc.; Kirkwood (MO); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

H&R Block is seeking a Block Advisor Tax Advisor in Kirkwood, Missouri, to prepare complete, accurate tax returns for individuals and businesses, using advanced training and technology. You will interview clients to understand their financial situations and offer personalized recommendations that create value year-round.

This in-person role emphasizes building trusted client relationships, identifying tax-saving opportunities, and delivering empathetic, consultative service within a team-focused

Qualifikationen

• Prepare complete, accurate tax returns for individuals and businesses
• Conduct in-depth client interviews to assess financial situations and tax implications
• Provide year-round client relationships with tax savings opportunities
• Provide IRS support, tax notices, and audit guidance
• Collaborate with team to maintain a client-focused office environment

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse tax situations
• Conduct in-depth client interviews to understand financial situations and tax implications
• Build lasting client relationships with empathetic, consultative service
• Provide IRS support and audit guidance to clients as needed
• Collaborate with team and contribute to a positive office environment

Kenntnisse

Tax preparation

Client interviewing

IRS guidance

Communication

Team collaboration

Ausbildung

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance or related field

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

Tools

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block is seeking a Block Advisor Tax Advisor in Kirkwood, Missouri, to prepare complete, accurate tax returns for individuals and businesses, using advanced training and technology. You will interview clients to understand their financial situations and offer personalized recommendations that create value year-round.

This in-person role emphasizes building trusted client relationships, identifying tax-saving opportunities, and delivering empathetic, consultative service within a team-focused