Seasoned Tax Advisor — Trusted, Year‑Round Client Counselor

H&R Block; Tracy (CA); Vor Ort; USD 35.000 - 166.000; Vollzeit

Zusammenfassung

H&R Block in the United States is seeking a year-round Block Advisor (Tax Advisor) to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. This in-person role is based at a local Block Advisors office and offers a competitive hourly rate plus an incentive plan to reward impact and tax expertise.

You will provide IRS support, address tax notices, and collaborate with colleagues to maintain a high-quality client

Qualifikationen

• 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 and audit support.
• Experience in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills; ability to explain tax concepts clearly.
• Must complete continuing education and meet IRS/state requirements.
• High school diploma or GED.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex tax situations.
• Conduct in-depth client interviews to understand financials and provide personalized recommendations.
• Build year-round client relationships and identify tax savings opportunities and Block Advisors products.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team members and contribute to a positive, client-focused office environment.

Kenntnisse

Tax knowledge

Client communication

Attention to detail

IRS/state requirements

Ausbildung

Bachelor's degree in accounting or related field

CPA/EA certification

Tools

GoSystem

Ultratax

Jobbeschreibung

H&R Block in the United States is seeking a year-round Block Advisor (Tax Advisor) to prepare complete tax returns for individuals and businesses, conduct in-depth client interviews, and deliver personalized recommendations. This in-person role is based at a local Block Advisors office and offers a competitive hourly rate plus an incentive plan to reward impact and tax expertise.

You will provide IRS support, address tax notices, and collaborate with colleagues to maintain a high-quality client