Senior Tax Advisor — Year-Round Client Advisory Pro

H&R Block; Woodbury (MN); Presencial; USD 15.000 - 110.000; Jornada completa

Descripción de la vacante

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses, conduct client interviews, and identify savings opportunities. You’ll be part of a team delivering empathetic, consultative service, supported by training and technology, in a local Block Advisors office.

The role emphasizes building lasting client relationships, offering tax planning guidance, and providing IRS assistance as needed, with an incentive plan that rewards

Formación

• 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.
• 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 preparation

Client communication

IRS knowledge

Continued education

Educación

Bachelor’s degree in accounting/finance or related field

CPA or Enrolled Agent (EA)

Herramientas

GoSystem or Ultratax

AI tools (Copilot, ChatGPT)

Descripción del empleo

H&R Block is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for individuals and businesses, conduct client interviews, and identify savings opportunities. You’ll be part of a team delivering empathetic, consultative service, supported by training and technology, in a local Block Advisors office.

The role emphasizes building lasting client relationships, offering tax planning guidance, and providing IRS assistance as needed, with an incentive plan that rewards