Tax Advisor – In-Person, Year-Round Client Advisory & Savings

H&R Block, Inc.; Branford (CT); Vor Ort; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide clear, personalized recommendations.

In-person at a local Block Advisors office, you will build lasting client relationships, identify tax savings opportunities, offer Block products, and leverage industry-leading training and technology.

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Client interviews

Tax knowledge

Communication skills

IRS/state rules

Ausbildung

Bachelor’s degree in accounting/finance

CPA or Enrolled Agent (EA)

Tools

GoSystem Tax

Ultratax

Copilot AI

Jobbeschreibung

H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor to prepare complete tax returns for individuals and businesses, interview clients to understand their financial situations, and provide clear, personalized recommendations.

In-person at a local Block Advisors office, you will build lasting client relationships, identify tax savings opportunities, offer Block products, and leverage industry-leading training and technology.