Senior Tax Advisor — Complex Returns & Client Guidance

H&R Block, Inc.

Bloomington (IN)

Sur place

USD 28 000 - 48 000

Plein temps

14 jours+
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Résumé du poste

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor in Bloomington, IN to help clients navigate complex tax situations with confidence. You will prepare returns, uncover savings opportunities, and build lasting client relationships using our training and technology.

This in-person role is based at a local Block Advisors office. This position offers a competitive hourly rate and an incentive plan that rewards your impact as you build tax expertise and serve clients throughout the

Qualifications

  • 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.

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

Tax knowledge
Client interviews
Communication
IRS requirements
Tax preparation

Formation

Bachelor's degree in accounting
CPA or EA

Outils

GoSystem
Ultratax
Copilot
ChatGPT

Description du poste

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor in Bloomington, IN to help clients navigate complex tax situations with confidence. You will prepare returns, uncover savings opportunities, and build lasting client relationships using our training and technology.

This in-person role is based at a local Block Advisors office. This position offers a competitive hourly rate and an incentive plan that rewards your impact as you build tax expertise and serve clients throughout the

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