In-Person Tax Advisor - Build Trusted Client Relationships

H&R Block, Inc.; Mount Pleasant (SC); Presencial; USD 48 000 - 56 000; Tempo integral

Resumo da oferta

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses. You will interview clients to understand financial changes and provide clear recommendations, building lasting relationships with a focus on tax savings and service excellence.

This in-person role at a local Block Advisors office emphasizes client-centric care, ongoing education, and collaboration within a supportive team to deliver trusted tax guidance.

Qualificações

• 5+ years in tax preparation, accounting, finance, or bookkeeping.
• Experience with complex individual and business returns, including planning and audit support.
• Client-facing, consultative or advisory experience.
• Must meet IRS and state continuing education requirements; high school diploma or GED.

Responsabilidades

• Prepare complete, accurate tax returns for clients with complex situations.
• Conduct in-depth client interviews to assess financials and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Offer IRS support, notices handling, and audit guidance as needed.
• Collaborate with team to maintain a client-focused office environment.

Conhecimentos

Client communication

IRS knowledge

Audit support

Attention to detail

Continued education

Formação académica

High school diploma

Bachelor’s degree

Ferramentas

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Descrição da oferta de emprego

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns for individuals and businesses. You will interview clients to understand financial changes and provide clear recommendations, building lasting relationships with a focus on tax savings and service excellence.

This in-person role at a local Block Advisors office emphasizes client-centric care, ongoing education, and collaboration within a supportive team to deliver trusted tax guidance.