Senior Tax Advisor | Year-Round Client Guidance & Savings

H&R Block, Inc.; Long Beach (CA); Presencial; USD 23.000 - 110.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for diverse clients and build lasting relationships. You will conduct in-depth client interviews, identify tax savings opportunities, and provide clear recommendations using industry-leading training and technology.

This in-person role is based in a local Block Advisors office. With 5+ years in tax preparation or related fields, you will handle complex individual and business returns, follow

Formación

• 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 communication skills and ability to explain tax concepts clearly

Responsabilidades

• Prepare complete, accurate tax returns for clients with diverse tax situations
• Conduct in-depth client interviews to understand financials and tax implications
• Provide tax savings opportunities and advisory services to clients
• Provide IRS support, tax notice assistance, and audit guidance
• Collaborate with team members to maintain a positive client-focused office environment

Conocimientos

Client-facing

Communication

Detail-oriented

Tax knowledge

IRS/state requirements

Educación

Bachelor's degree in accounting/finance

CPA or Enrolled Agent (EA)

Herramientas

GoSystem

UltrasTax

Microsoft Copilot/ChatGPT

Descripción del empleo

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare accurate tax returns for diverse clients and build lasting relationships. You will conduct in-depth client interviews, identify tax savings opportunities, and provide clear recommendations using industry-leading training and technology.

This in-person role is based in a local Block Advisors office. With 5+ years in tax preparation or related fields, you will handle complex individual and business returns, follow