Senior Tax Advisor — In-Office Client Partner

H&R Block; Banks (OR); Vor Ort; USD 55.000 - 90.000; Vollzeit

Zusammenfassung

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns, interview clients, and provide personalized tax guidance. The role emphasizes building lasting client relationships, identifying savings opportunities, and leveraging training and technology.

This in-person position offers competitive pay and an incentive plan tied to impact. The role requires completing the required IRS and state education, with a focus on complex individual and business returns, and

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; ability to explain tax concepts clearly.
• Must meet IRS/state continuing education requirements.
• High school diploma or equivalent.

Aufgaben

• Prepare complete, accurate tax returns for clients with diverse and complex situations.
• Conduct in-depth client interviews to understand financial life changes and tax implications.
• Provide personalized recommendations and identify tax savings opportunities.
• Deliver IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with the team and contribute to a patient, client-focused office environment.

Kenntnisse

Client-facing advisory

Strong communication

IRS guidance

Tax knowledge

Ausbildung

High school diploma / GED

Bachelor’s degree in accounting/finance

Tools

GoSystem

Ultratax

AI tools (Copilot/ChatGPT)

Jobbeschreibung

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate returns, interview clients, and provide personalized tax guidance. The role emphasizes building lasting client relationships, identifying savings opportunities, and leveraging training and technology.

This in-person position offers competitive pay and an incentive plan tied to impact. The role requires completing the required IRS and state education, with a focus on complex individual and business returns, and