Senior Tax Advisor — Trusted, Client-Focused Guidance

H&R Block; New York (NY); Vor Ort; USD 23.000 - 110.000; Vollzeit

Zusammenfassung

H&R Block in New York seeks a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews, and identify tax savings opportunities.

This in-person role emphasizes building lasting client relationships with empathetic, consultative service and leveraging Block Advisors products and services, supported by industry-leading training and technology.

Qualifikationen

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business returns, including tax planning and audit support.
• Strong verbal and written communication; ability to explain tax concepts clearly.
• Must meet IRS/state requirements and continuing education.
• Willingness to work in-person at a Block Advisors office.

Aufgaben

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Identify tax savings opportunities and recommended Block Advisors products and services.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Collaborate with team to maintain a positive client-focused office environment.

Kenntnisse

Client-facing advisory

Communication skills

IRS knowledge

Ausbildung

High school diploma or equivalent

Tools

Go System

Ultratax

Jobbeschreibung

H&R Block in New York seeks a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews, and identify tax savings opportunities.

This in-person role emphasizes building lasting client relationships with empathetic, consultative service and leveraging Block Advisors products and services, supported by industry-leading training and technology.