In-Person Tax Advisor — Build Trusted Client Relationships

H&R Block, Inc.; Boynton Beach (FL); Vor Ort; USD 34.000 - 62.000; Vollzeit

Zusammenfassung

H&R Block is seeking a year-round Tax Advisor to join a local Block Advisors office. You will prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews, and build lasting client relationships by offering tax savings opportunities and relevant Block Advisor services.

You will provide IRS support, tax notice assistance, and audit guidance as needed, working in a collaborative, client-focused environment with ongoing training and tools.

Qualifikationen

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.

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.

Kenntnisse

Tax preparation

Client-facing advisory

Communication skills

IRS/state requirements

Ausbildung

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block is seeking a year-round Tax Advisor to join a local Block Advisors office. You will prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews, and build lasting client relationships by offering tax savings opportunities and relevant Block Advisor services.

You will provide IRS support, tax notice assistance, and audit guidance as needed, working in a collaborative, client-focused environment with ongoing training and tools.