Tax Advisor: Build Year‑Round Client Trust & Savings

H&R Block, Inc.; North Attleborough (MA); Presencial; USD 21.000 - 110.000; Jornada completa

Descripción de la vacante

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare accurate returns for individuals and businesses, conduct client interviews, and deliver personalized advice. You will build year-round relationships, identify tax-saving opportunities, and support clients with IRS notices and audits.

The role is in-person at a local Block Advisors office, with training and technology support, a competitive hourly rate, and an incentive plan based on impact.

Formación

• High school diploma or GED required.

Responsabilidades

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to assess financial situations and tax implications.
• Provide tax savings opportunities and recommend Block Advisors products/services.
• Provide IRS support, notice assistance, and audit guidance as needed.

Conocimientos

Tax preparation

Client interviews

Client relationships

Communication

Audit support

IRS knowledge

GoSystem

Ultratax

Educación

High school diploma / GED / equivalent

Bachelor’s degree in accounting or finance

CPA or Enrolled Agent or IRS credentials

Herramientas

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Descripción del empleo

H&R Block, Inc. is seeking a year-round Tax Advisor to prepare accurate returns for individuals and businesses, conduct client interviews, and deliver personalized advice. You will build year-round relationships, identify tax-saving opportunities, and support clients with IRS notices and audits.

The role is in-person at a local Block Advisors office, with training and technology support, a competitive hourly rate, and an incentive plan based on impact.