Senior Tax Advisor — In-Person Client Advisory

H&R Block, Inc.; Santa Monica (CA); Presencial; USD 38.000 - 166.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive pay

401(k) Plan

Associate Tax Prep benefit

Descripción de la vacante

H&R Block, Inc. is seeking an in-person year-round Block Advisor Tax Advisor to prepare accurate tax returns, interview clients, and deliver tailored tax-saving recommendations. You will build ongoing client relationships while offering Block Advisors products and services and providing IRS support as needed.

Join a team with comprehensive training and an incentive plan that rewards impact as you grow tax expertise and serve clients in a local Block Advisors office.

Formación

• 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.
• Experience working in a client-facing, consultative, or advisory role.
• Strong verbal and written communication skills.
• Must complete continuing education and meet all IRS/state requirements.
• High school diploma / GED / equivalent.

Responsabilidades

• 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.

Conocimientos

Tax knowledge

Client-facing

Communication skills

Continuing education

Educación

High School diploma / GED / equivalent

Bachelor’s degree in accounting, finance, or related field

CPA or Enrolled Agent (EA) / IRS Circular 230 credentials

Herramientas

GoSystem

Ultratax

Descripción del empleo

H&R Block, Inc. is seeking an in-person year-round Block Advisor Tax Advisor to prepare accurate tax returns, interview clients, and deliver tailored tax-saving recommendations. You will build ongoing client relationships while offering Block Advisors products and services and providing IRS support as needed.

Join a team with comprehensive training and an incentive plan that rewards impact as you grow tax expertise and serve clients in a local Block Advisors office.