Tax Advisor — In-Person, Client Growth & Training

H&R Block, Inc.; Champlin (MN); Vor Ort; USD 17.000 - 110.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is hiring a year-round Block Advisor Tax Advisor to prepare accurate returns and build lasting client relationships in a local Block Advisors office in Champlin, MN.

You will leverage training and tools to uncover tax savings opportunities and provide consultative guidance to clients. The role emphasizes in-person client service, thorough interviews, and collaboration with team members to maintain a high-performing office environment.

Qualifikationen

• 5+ years of experience in tax preparation, accounting, finance, or bookkeeping
• 01- Enroll in or completion of IRS course not required for the role
• Experience preparing complex individual returns and business returns
• Experience in a client-facing, consultative, or advisory role
• Strong verbal and written communication; explain tax concepts clearly to clients
• Must complete continuing education and meet IRS/state requirements
• High school diploma or GED or equivalent

Aufgaben

• Prepare complete, accurate tax returns for diverse and complex situations
• Conduct in-depth client interviews to understand finances and tax implications
• Provide personalized recommendations and identify tax savings opportunities
• Provide IRS support, tax notice assistance, and audit guidance as needed
• Collaborate with team and contribute to a positive client-focused office environment

Kenntnisse

Tax knowledge

Client interviewing

Communication

IRS guidance

Attention to detail

Team collaboration

Ausbildung

High school diploma / GED

Bachelor’s degree in accounting or related field

CPA or Enrolled Agent (EA)

Tools

GoSystem

Ultratax

AI-powered tools (Copilot, ChatGPT)

Jobbeschreibung

H&R Block, Inc. is hiring a year-round Block Advisor Tax Advisor to prepare accurate returns and build lasting client relationships in a local Block Advisors office in Champlin, MN.

You will leverage training and tools to uncover tax savings opportunities and provide consultative guidance to clients. The role emphasizes in-person client service, thorough interviews, and collaboration with team members to maintain a high-performing office environment.