Tax Advisor: Complex Returns, Trusted Client Partnerships

H&R Block; Reynoldsburg (OH); In loco; USD 52.000 - 75.000; Tempo pieno

Descrizione del lavoro

H&R Block is seeking a year-round Block Advisor to help clients navigate complex tax and business scenarios. You will prepare accurate returns for individuals and businesses, and conduct in-depth interviews to tailor personalized recommendations.

The role emphasizes building lasting client relationships with empathetic, consultative service, supported by industry-leading training and technology, and an incentive plan based on impact. This is an in-person position at a local Block Advisors office.

Competenze

• Must complete IRS/state continuing education requirements.
• Experience preparing complex individual and business returns.
• Strong verbal and written communication; client-facing advisory background.

Mansioni

• Prepare complete, accurate tax returns for individuals and businesses.
• Conduct in-depth client interviews to understand financial situations and tax implications.
• Provide IRS support, tax notice assistance, and audit guidance as needed.
• Build long-term client relationships with empathetic, consultative service.

Conoscenze

Tax knowledge

Client communication

IRS/state requirements

Complex returns experience

Interviewing clients

Education/continuing ed

Formazione

High school diploma

Bachelor’s degree in accounting/related field

CPA or Enrolled Agent (EA)

Strumenti

GoSystem

Ultratax

Descrizione del lavoro

H&R Block is seeking a year-round Block Advisor to help clients navigate complex tax and business scenarios. You will prepare accurate returns for individuals and businesses, and conduct in-depth interviews to tailor personalized recommendations.

The role emphasizes building lasting client relationships with empathetic, consultative service, supported by industry-leading training and technology, and an incentive plan based on impact. This is an in-person position at a local Block Advisors office.