Tax Advisor - Complex Returns & Client Advisory

H&R Block, Inc.; Maryland; Híbrido; USD 25 000 - 40 000; Tempo integral

Resumo da oferta

H&R Block is seeking a year-round Tax Advisor to prepare returns, advise clients, and deliver proactive tax planning in a local Block Advisors office.

You will interview clients, identify savings opportunities, provide IRS support, and collaborate with a supportive team while delivering service with empathy and accuracy. Training and technology support will empower your growth as you deepen client relationships.

Qualificações

• 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.
• Strong verbal and written communication skills, including the ability to explain tax concepts in client-friendly language.
• Must complete continuing education and meet all other IRS and applicable state requirements.

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.

Conhecimentos

Client-facing experience

Communication skills

IRS/Tax knowledge

Team collaboration

Training/compliance

Formação académica

Bachelor's degree (preferred)

CPA or Enrolled Agent (EA) or IRS Circular 230 credentials

Ferramentas

GoSystem

Ultratax

Descrição da oferta de emprego

H&R Block is seeking a year-round Tax Advisor to prepare returns, advise clients, and deliver proactive tax planning in a local Block Advisors office.

You will interview clients, identify savings opportunities, provide IRS support, and collaborate with a supportive team while delivering service with empathy and accuracy. Training and technology support will empower your growth as you deepen client relationships.