Tax Advisor: Personal & Business Returns Expert

H&R Block

Champlin (MN)

On-site

USD 16,000 - 110,000

Full time

8 days ago
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Job summary

H&R Block is seeking a year-round Block Advisor to prepare accurate tax returns for individuals and businesses, conducting in-depth client interviews to understand financial situations and tax implications. The role emphasizes building lasting client relationships, delivering empathetic service and identifying tax savings opportunities.

The position is in-person at a local Block Advisors office, with industry-leading training, competitive hourly pay, and an incentive plan to reward impact as you

Qualifications

  • Experience handling complex individual and business returns.
  • Strong ability to interview clients and identify tax implications.
  • Ability to explain tax concepts in client-friendly language.
  • Must comply with IRS/state requirements and continuing education.

Responsibilities

  • Prepare complete, accurate tax returns for individual and business clients.
  • Conduct in-depth client interviews to assess financial situations and tax implications.
  • Provide personalized recommendations and identify tax savings opportunities.
  • Deliver IRS support, notices handling and audit guidance as needed.
  • Collaborate with team to maintain a positive, client-focused office environment.

Skills

Tax knowledge
Client-facing
Communication skills
IRS requirements
Tax planning

Education

Bachelor’s degree in accounting, finance or related field
CPA or Enrolled Agent (EA)

Tools

GoSystem
Ultratax

Job description

H&R Block is seeking a year-round Block Advisor to prepare accurate tax returns for individuals and businesses, conducting in-depth client interviews to understand financial situations and tax implications. The role emphasizes building lasting client relationships, delivering empathetic service and identifying tax savings opportunities.

The position is in-person at a local Block Advisors office, with industry-leading training, competitive hourly pay, and an incentive plan to reward impact as you

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