In-Person Tax Advisor | Client-Focused & Advisory

H&R Block; Millbrae (CA); Presencial; USD 22 000 - 110 000; Tempo integral

Resumo da oferta

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business services with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, supported by training and competitive pay.

This in-person role offers an incentive plan and ongoing professional development at a local Block office. The position emphasizes client-first service, IRS support, and collaboration with team members to maintain

Qualificações

• Successful completion of the H&R Block Tax Knowledge Assessment
• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• Experience preparing complex individual returns and business returns, including tax planning, audit support, and tax notice resolution
• Experience working in a client-facing, consultative, or advisory role
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language
• Must complete continuing education and meet all other IRS and applicable state requirements
• High school diploma / GED / equivalent

Responsabilidades

• 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 — then provide clear, personalized recommendations
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services
• Provide IRS support, tax notice assistance, and audit guidance to clients as needed
• Collaborate with team members, share knowledge, and contribute to a positive, client-focused office environment

Conhecimentos

Client-facing experience

Strong communication

Tax expertise

IRS/state requirements knowledge

Formação académica

High school diploma

Bachelor’s degree (preferred)

Ferramentas

GoSystem

Ultratax

AI-powered tools

Descrição da oferta de emprego

H&R Block is seeking a year-round Block Advisor (Tax Advisor) to help clients navigate complex tax and business services with confidence. You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships, supported by training and competitive pay.

This in-person role offers an incentive plan and ongoing professional development at a local Block office. The position emphasizes client-first service, IRS support, and collaboration with team members to maintain