Year-Round Tax Advisor & Client Consultant

H&R Block; Port Saint Lucie (FL); Vor Ort; USD 55.000 - 85.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Incentive plan

Industry-leading training

Zusammenfassung

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews to understand financial situations and tax implications, and provide personalized recommendations. This in-person Tax Advisor role emphasizes client relationships, tax savings opportunities, and relevant Block Advisors products and services.

The position offers industry-leading training, a competitive hourly rate, and an incentive plan that

Qualifikationen

• Successful completion of the H&R Block Tax Knowledge Assessment
• 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

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

Jobbeschreibung

H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses, conduct in-depth client interviews to understand financial situations and tax implications, and provide personalized recommendations. This in-person Tax Advisor role emphasizes client relationships, tax savings opportunities, and relevant Block Advisors products and services.

The position offers industry-leading training, a competitive hourly rate, and an incentive plan that