In-Person Tax Advisor: Client-Focused Returns & Planning

H&R Block, Inc.; Greenville (SC); Sur place; USD 34 000 - 55 000; Plein temps

Avantages offerts par ce poste

Competitive pay

Incentive plan

Training programs

Résumé du poste

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses and to build lasting client relationships in a local Block Advisors office in Greenville, SC.

You’ll interview clients to understand finances, provide personalized recommendations, and help identify tax-saving opportunities with our products and services. You will deliver empathetic, consultative service, receive industry-leading training, and contribute to a positive,

Qualifications

• 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 in a client-facing, consultative, or advisory role.
• Must complete continuing education and meet all other IRS and applicable state requirements.
• High school diploma / GED / equivalent

Responsabilités

• 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

Connaissances

Client-facing

Communication

Tax knowledge

Audit support

Formation

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

High school diploma / GED

Outils

GoSystem

Ultratax

Description du poste

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses and to build lasting client relationships in a local Block Advisors office in Greenville, SC.

You’ll interview clients to understand finances, provide personalized recommendations, and help identify tax-saving opportunities with our products and services. You will deliver empathetic, consultative service, receive industry-leading training, and contribute to a positive,