Tax Advisor for Complex Returns & Trusted Client Advisory

H&R Block; Mount Pleasant (SC); In loco; USD 40.000 - 70.000; Tempo pieno

Descrizione del lavoro

H&R Block in Mount Pleasant, SC seeks a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for individuals and small businesses, conduct client interviews, and provide personalized recommendations. You will build lasting relationships, identify tax savings opportunities, and assist with IRS notices.

This in-person role offers training and strong support for growth. As a trusted advisor, you will collaborate with a team to deliver empathetic, consultative service

Competenze

• Must complete continuing education and meet IRS/state requirements.
• Experience 5+ years in tax preparation, accounting, finance, or bookkeeping.
• Experience preparing complex individual and business tax returns.

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.
• Identify tax savings opportunities and promote Block Advisors products and services.
• Collaborate with team members to maintain a positive, client-focused office environment.

Conoscenze

Client communication

Consultative/advisory

IRS knowledge

Team collaboration

Formazione

High school diploma/GED

Bachelor’s degree (preferred) in accounting/finance

CPA or Enrolled Agent (EA)

Strumenti

GoSystem

UltraTax

AI tools (e.g., Copilot, ChatGPT)

Descrizione del lavoro

H&R Block in Mount Pleasant, SC seeks a year-round Block Advisor (Tax Advisor) to prepare complete, accurate tax returns for individuals and small businesses, conduct client interviews, and provide personalized recommendations. You will build lasting relationships, identify tax savings opportunities, and assist with IRS notices.

This in-person role offers training and strong support for growth. As a trusted advisor, you will collaborate with a team to deliver empathetic, consultative service