In-Person Tax Advisor: Build Trusted Client Relationships

H&R Block; Elyria (OH); Sur place; USD 42 000 - 68 000; Plein temps

Résumé du poste

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete and accurate tax returns for clients with diverse and complex situations. You will interview clients, offer personalized recommendations, and build lasting relationships while leveraging industry-leading training and technology.

This in-person, office-based role includes an incentive plan based on impact. The position emphasizes IRS support, audit guidance, and collaboration within a client-focused team to drive

Qualifications

• Successful completion of the H&R Block Tax Knowledge Assessment.

Responsabilités

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financial situations and tax implications and provide recommendations.
• Build year-round client relationships and identify tax savings opportunities and Block Advisors products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members to maintain a positive, client-focused office environment.

Connaissances

Tax knowledge

Client communication

Interviews & advisory

IRS rules & notices

Team collaboration

Formation

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

High school diploma or GED

Outils

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Description du poste

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to prepare complete and accurate tax returns for clients with diverse and complex situations. You will interview clients, offer personalized recommendations, and build lasting relationships while leveraging industry-leading training and technology.

This in-person, office-based role includes an incentive plan based on impact. The position emphasizes IRS support, audit guidance, and collaboration within a client-focused team to drive