Senior Tax Advisor: Complex Returns & Client Advisory

H&R Block; Florence (KY); Vor Ort; USD 28.000 - 48.000; Vollzeit

Zusammenfassung

H&R Block is seeking a year-round Block Advisor to help clients navigate complex tax and business services with confidence. You will prepare accurate returns for individuals and businesses, interview clients to understand financial situations, and provide personalized recommendations that uncover savings opportunities.

Join a team that blends industry-leading training with technology and an incentive plan that rewards impact as you build your tax expertise and serve clients throughout the year.

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 audit support and notices.
• Client-facing, consultative or advisory experience.
• Strong verbal and written communication; explain tax concepts clearly.
• Must complete CE and meet IRS/state requirements.
• High school diploma or GED or equivalent.

Aufgaben

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Deliver personalized recommendations and identify tax savings opportunities.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team, share knowledge, and support a client‑focused office culture.

Kenntnisse

Tax knowledge

Client communication

Consultative selling

Team collaboration

Ausbildung

High school diploma or GED

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Jobbeschreibung

H&R Block is seeking a year-round Block Advisor to help clients navigate complex tax and business services with confidence. You will prepare accurate returns for individuals and businesses, interview clients to understand financial situations, and provide personalized recommendations that uncover savings opportunities.

Join a team that blends industry-leading training with technology and an incentive plan that rewards impact as you build your tax expertise and serve clients throughout the year.