In-Person Tax Advisor — Client-Focused & Growth

H&R Block; Los Gatos (CA); Presencial; USD 23.000 - 110.000; Jornada completa

Descripción de la vacante

H&R Block is hiring a year‑round Block Advisor to prepare accurate tax returns and advise clients with complex tax situations. You will interview clients, assess life changes, and provide personalized recommendations, while building lasting relationships and highlighting tax savings opportunities and Block Advisors services.

The role emphasizes in-person client service, training, and support with an emphasis on accuracy, compliance, and client satisfaction.

Formación

• 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 and business returns, including tax planning, audit support, and tax notice resolution.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet IRS and 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 and provide clear, personalized recommendations.
• Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and 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.

Conocimientos

Strong communication

Client-facing experience

IRS/state knowledge

Educación

High school diploma / GED / equivalent

Bachelor’s degree in accounting/finance (preferred)

Herramientas

GoSystem

UltrasTax

AI tools (Copilot / ChatGPT)

Descripción del empleo

H&R Block is hiring a year‑round Block Advisor to prepare accurate tax returns and advise clients with complex tax situations. You will interview clients, assess life changes, and provide personalized recommendations, while building lasting relationships and highlighting tax savings opportunities and Block Advisors services.

The role emphasizes in-person client service, training, and support with an emphasis on accuracy, compliance, and client satisfaction.