In-Person Tax Advisor — Build Trusted Client Relationships

H&R Block, Inc.; Castle Rock (CO); Presencial; USD 21 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical coverage

401(k) Plan

Employee Assistance Program

Fitness center programs

Associate discount program

Travel Insurance

Resumo da oferta

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, interview clients to understand financial situations, and provide personalized recommendations. You’ll build year-round client relationships, uncover tax savings, and work with robust training and technology.

The role is in-person at a local Block Advisors office with an incentive plan tied to impact and client service quality.

Qualificações

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual returns and business returns.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Experience in a client-facing, consultative role.
• Must complete continuing education and meet IRS/state requirements.

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand finances and tax implications.
• Provide tax savings opportunities and recommend Block Advisors products/services.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team and contribute to a client-focused office environment.

Conhecimentos

Tax preparation experience

Client interviewing

Communication skills

Team collaboration

IRS/Notice handling

Formação académica

Bachelor’s degree in accounting/finance

High school diploma/GED

CPA/EA or Circular 230 credentials (preferred)

Ferramentas

GoSystem

UltraTax

Descrição da oferta de emprego

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses, interview clients to understand financial situations, and provide personalized recommendations. You’ll build year-round client relationships, uncover tax savings, and work with robust training and technology.

The role is in-person at a local Block Advisors office with an incentive plan tied to impact and client service quality.