Senior Tax Advisor — In-Office, Year-Round Impact

H&R Block

San Anselmo (CA)

Sur place

USD 35 000 - 166 000

Plein temps

14 jours+

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Résumé du poste

H&R Block is hiring a year-round Block Advisor (Tax Advisor) to prepare complete and accurate tax returns for individuals and businesses, conducted through in-depth client interviews to provide personalized recommendations. This role emphasizes building year-round client relationships and offering tax savings opportunities with Block Advisors products.

It is an in-person position at a local Block Advisors office.

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.
Must complete continuing education and meet all other IRS and applicable state requirements.
High school diploma / GED / equivalent

Responsabilités

Prepare complete, accurate tax returns for diverse and complex 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