In-Person Tax Advisor & Client Solutions Specialist

H&R Block, Inc.; Kansas City (MO); Híbrido; USD 55.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

Incentive plan based on impact

Training and technology support

Descripción de la vacante

H&R Block is seeking a year-round Block Advisor Tax Advisor in Kansas City to help clients navigate complex tax and business services with confidence.

You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using our training and technology, while contributing to a client-focused office environment and earning an incentive plan based on impact.

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 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

Conocimientos

Verbal and written communication

Client-facing advisory

Educación

Bachelor's degree in accounting, finance, or related field

High school diploma / GED / equivalent

Herramientas

GoSystem

Ultratax

AI tools (Copilot, ChatGPT)

Descripción del empleo

H&R Block is seeking a year-round Block Advisor Tax Advisor in Kansas City to help clients navigate complex tax and business services with confidence.

You will prepare accurate returns, uncover savings opportunities, and build lasting client relationships using our training and technology, while contributing to a client-focused office environment and earning an incentive plan based on impact.