Senior Tax Advisor - Virtual Client Growth & Planning

H&R Block; Benson (MN); On-site; USD 25,000 - 41,000; Full time

Job summary

H&R Block is seeking qualified tax professionals to conduct client interviews and prepare comprehensive tax returns. You will help generate business growth, support clients with IRS matters, and offer value-added services in a fast-paced environment.

The role emphasizes delivering accurate tax solutions, leveraging virtual tools, and mentoring teammates while adhering to IRS requirements and franchise guidelines.

Qualifications

• Bachelor’s degree in accounting or related field
• CPA or Enrolled Agent certification
• Experience completing complex returns (individual, trust, partnership)
• 5+ years of experience in accounting, finance, bookkeeping or tax
• Experience conducting virtual tax interviews
• Experience with tax planning and audit support
• Sales and/or marketing experience

Responsibilities

• Conduct tax interviews with clients face to face and through virtual tools – video, phone, chat, email
• Prepare complete and accurate tax returns
• Generate business growth, increase client retention, and offer additional products and services
• Provide clients with IRS support

Job description

H&R Block is seeking qualified tax professionals to conduct client interviews and prepare comprehensive tax returns. You will help generate business growth, support clients with IRS matters, and offer value-added services in a fast-paced environment.

The role emphasizes delivering accurate tax solutions, leveraging virtual tools, and mentoring teammates while adhering to IRS requirements and franchise guidelines.